Plan Ledger DOL Form 5500 · updated monthly

Unico LLC401(k)

UNICO TECHNOLOGIES GROUP 401(K) PLAN · FRANKSVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Unico LLC reported $69,969 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,286 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 0.05% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 383rd-largest of 1,936 plans among Wisconsin employers on file, and the 2,925th of 13,661 in manufacturing. In 2024, employees put in $3.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$55,445,655
Participants with balances478
Active participants419
Employer contributions$957,780
Employee contributions$3,349,430
Employer contribution per active participant$2,286
Average account balance$115,995
Benefits paid to participants$6,965,704
Plan auditUnmodified (clean) audit opinion
AuditorSCRIBNER, COHEN AND COMPANY, S.C.
Plan history2
Yearassets · accounts · employer contribution
2024$55.4M · 478 accts · $958K emplr
2022$43.6M · 452 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,969
Total administrative$69,969
The Unico LLC 401(k) match · 2024
Employer contribution per active participant$2,286
Median for plans this size$3,635
2024$2,286 per active participant
2022$2,441 per active participant

Unico LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$69,969

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

Administrative cost history2
2024$69,969 · 0.13%
2022$25,626 · 0.05%
Same employer
Similar plansManufacturing · Wisconsin
Ttx Holdings, Inc. WI$58.3M · 0.28%
Don Evans Nevada, Inc. WI$57.4M · 0.09%
Wausau Tile, Inc. WI$54.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391092796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.