Plan Ledger DOL Form 5500 · updated monthly

Unicon, Inc.401(k)

UNICON, INC. 401(K) PLAN · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Unicon, Inc. reported $58,687 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,394 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 3 years on file its reported administrative ratio has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 312th-largest of 1,285 plans among Arizona employers on file, and the 4,638th of 11,654 in professional & technical services. In 2024, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,851,610
Participants with balances107
Active participants93
Employer contributions$408,647
Employee contributions$1,046,761
Employer contribution per active participant$4,394
Average account balance$241,604
Benefits paid to participants$2,120,699
Plan auditUnmodified (clean) audit opinion
AuditorMANSBERGER PATTERSON & MCMULLIN,PLC
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 107 accts · $409K emplr
2023$23.4M · 139 accts · $403K emplr
2022$20.8M · 142 accts · $400K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,861
Investment management$29,826
Total administrative$58,687
The Unicon, Inc. 401(k) match · 2024
Employer contribution per active participant$4,394
Median for plans this size$2,416
2024$4,394 per active participant
2023$4,157 per active participant
2022$4,126 per active participant

Unicon, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
THE HAYS FINANCIAL GROUP, LLC · Investment advisory (plan)$22,500
EMPOWER ADVISORY GROUP, LLC · Investment management$7,326

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$58,687 · 0.24%
2023$50,831 · 0.23%
2022$52,722 · 0.23%
Similar plansProfessional & Technical Services · Arizona
Eps Group, Inc. AZ$26.9M · 0.40%
Westland Resources, Inc. AZ$26.7M · 0.00%
Critical Path Institute AZ$26.1M · 0.01%
Cps, Inc. AZ$23.7M · 0.63%
Rider Levett Bucknall LTD AZ$23.5M · 0.01%
Simpleview AZ$22.5M · 0.31%
State Bar of Arizona AZ$22.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860731129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.