Plan Ledger DOL Form 5500 · updated monthly

Unico Group, Inc.401(k)

UNICO GROUP, INC. 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Unico Group, Inc. reported $4,621 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,885 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 0.021% to 0.023%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 240th-largest of 565 plans among Nebraska employers on file, and 2,992nd of 4,798 in finance & insurance. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has grown from 116 to 132 since 2022.

Plan summary
Net assets, end of year$20,785,111
Participants with balances160
Active participants132
Employer contributions$512,846
Employee contributions$1,221,432
Employer contribution per active participant$3,885
Average account balance$129,907
Benefits paid to participants$2,946,279
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 160 accts · $513K emplr
2023$19.4M · 163 accts · $412K emplr
2022$18.8M · 153 accts · $320K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,621
Total administrative$4,621
The Unico Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,885
Median for plans this size$2,416
2024$3,885 per active participant
2023$3,242 per active participant
2022$2,758 per active participant

Unico Group, Inc.'s 2024 employer contribution ran above 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 · 20241
AMERITAS LIFE INSURANCE · Recordkeeping · Loan processing$4,621

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,621 · 0.02%
2023$1,320 · 0.01%
2022$4,208 · 0.02%
Same employer
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Signature Performance, Inc. NE$26.9M · 0.85%
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C.S.B. Co. NE$22.6M · 0.06%
West Gate Bank NE$21.9M · 0.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 470719624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.