Plan Ledger DOL Form 5500 · updated monthly

Unifocus Texas, LP401(k)

UNIFOCUS, LP RETIREMENT SAVINGS PLAN · IRVING, TX · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Unifocus Texas, LP reported $42,009 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,130 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (3,743rd of 5,688), and 1,772nd of 2,199 in information & media. In 2022, employees put in $5.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,353,217
Participants with balances112
Active participants88
Employer contributions$99,421
Employee contributions$522,907
Employer contribution per active participant$1,130
Average account balance$56,725
Benefits paid to participants$475,792
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $5K emplr
2022$6.4M · 112 accts · $99K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$42,009
Total administrative$42,009
The Unifocus Texas, LP 401(k) match · 2022
Employer contribution per active participant$1,130
Median for plans this size$1,114

Unifocus Texas, LP's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$42,009 · 0.61%
Similar plansInformation & Media · Texas
Identity Automation LP TX$6.8M · 0.43%
Proof Technologies Inc TX$6.4M · 0.47%
B-Yond, Inc TX$6.4M · 0.85%
Mercury Radio Arts, Inc. TX$6.4M · 0.60%
Govos, Inc. TX$6.3M · 0.68%
L7 Informatics Inc TX$6.1M · 0.40%
Ontic Technologies, Inc. TX$6.1M · 0.18%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 752794821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.