Plan Snapshot
- Plan Sponsor: Unwired Broadband Holdings
- Sponsor EIN: 862511470
- Sponsor Address: 215 W. FALLBROOK AVE., SUITE 203, FRESNO, CA, 93711
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 226
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 226 | $12.6M | $573,465 | $1.0M |
| 2023 | 224 | $10.1M | $729,789 | $766,452 |
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 |
|---|---|---|---|---|
| IMA WEALTH INC | Investment Advisor | $25,522 | — | $25,522 |
| T ROWE PRICE RPS INC | Other Service Provider | $17,430 | — | $17,430 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- IMA WEALTH INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,952
- Estimated Expense Ratio: 0.341% of plan assets
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 | $42,952 | — | — | — | — |
| 2023 | $15,950 | $1,760 | — | — | — |