Plan Ledger DOL Form 5500 · updated monthly

Unidosus401(k)

UNIDOSUS RETIREMENT & EMPLOYEE SAVINGS PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Unidosus reported $65,709 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $6,353 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 fell from 0.32% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 303rd-largest of 618 plans among District of Columbia employers on file, and the 921st of 3,341 in other services. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 128 to 158 since 2022.

Plan summary
Net assets, end of year$23,573,747
Participants with balances262
Active participants158
Employer contributions$1,003,697
Employee contributions$1,318,543
Employer contribution per active participant$6,353
Average account balance$89,976
Benefits paid to participants$1,649,004
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.6M · 262 accts · $1.0M emplr
2023$20.1M · 248 accts · $886K emplr
2022$16.7M · 240 accts · $841K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,740
Investment management$34,969
Total administrative$65,709
The Unidosus 401(k) match · 2024
Employer contribution per active participant$6,353
Median for plans this size$2,416
2024$6,353 per active participant
2023$6,661 per active participant
2022$6,574 per active participant

Unidosus'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 · 20242
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$34,969
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$30,740

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$65,709 · 0.30%
2023$53,903 · 0.29%
2022$57,414 · 0.32%
Same employer
Similar plansOther Services · District of Columbia
Home Builders Institute DC$23.8M · 0.02%
Public Citizen, Inc. DC$22.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860212873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.