Plan Ledger DOL Form 5500 · updated monthly

Unicity International, Inc.401(k)

UNICITY 401(K) PROFIT SHARING PLAN · OREM, UT · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Unicity International, Inc. reported $16,794 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,050 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 294th-largest of 848 plans among Utah employers on file, and the 1,846th of 4,246 in wholesale trade. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 200 to 275 since 2022.

Plan summary
Net assets, end of year$20,615,010
Participants with balances379
Active participants275
Employer contributions$563,721
Employee contributions$1,463,874
Employer contribution per active participant$2,050
Average account balance$54,393
Benefits paid to participants$798,914
Plan auditUnmodified (clean) audit opinion
AuditorWSRP,LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 379 accts · $564K emplr
2023$16.7M · 338 accts · $522K emplr
2022$12.1M · 289 accts · $378K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,858
Investment management$5,936
Total administrative$16,794
The Unicity International, Inc. 401(k) match · 2024
Employer contribution per active participant$2,050
Median for plans this size$2,416
2024$2,050 per active participant
2023$2,251 per active participant
2022$1,888 per active participant

Unicity International, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,858
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,936

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$16,794 · 0.09%
2023$13,429 · 0.09%
2022$10,497 · 0.08%
Same employer
Similar plansWholesale Trade · Utah
4LIFE Research, LLC UT$30.7M · 0.33%
Morinda Holdings, Inc. UT$25.3M · 0.33%
Big West Oil Company, LLC UT$21.5M · 0.16%
Skullcandy, Inc. UT$20.1M · 0.09%
Hoj Management Co., Inc. UT$18.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731672526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.