Plan Snapshot
- Plan Sponsor: Unix Packaging LLC
- Sponsor EIN: 272861780
- Sponsor Address: 9 MINSON WAY, MONTEBELLO, CA, 906406744
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $924,868
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 416 | $924,868 | $69,718 | $280,875 |
| 2023 | 231 | $498,491 | $42,645 | $202,909 |
| 2022 | 323 | $130,338 | $16,678 | $94,274 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GREEN HASSON JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HASSON JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $23,403 | $2,492 | $20,051 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $6,163 | — | $6,163 | — | — |