Plan Ledger DOL Form 5500 · updated monthly

Unify Consulting LLC401(k)

UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST · KIRKLAND, WA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Unify Consulting LLC reported $71,391 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $780 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 0.18% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 310th-largest of 1,714 plans among Washington employers on file, and the 2,545th of 11,654 in professional & technical services. In 2024, employees put in $18.79 for every $1.00 the employer contributed; active participation has shrunk from 727 to 423 since 2022.

Plan summary
Net assets, end of year$55,640,639
Participants with balances629
Active participants423
Employer contributions$329,903
Employee contributions$6,199,834
Employer contribution per active participant$780
Average account balance$88,459
Benefits paid to participants$9,723,273
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.6M · 629 accts · $330K emplr
2023$49.8M · 684 accts · $906K emplr
2022$37.1M · 758 accts · $709K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,391
Total administrative$71,391
The Unify Consulting LLC 401(k) match · 2024
Employer contribution per active participant$780
Median for plans this size$3,635
2024$780 per active participant
2023$1,898 per active participant
2022$975 per active participant

Unify Consulting LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$71,391

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$71,391 · 0.14%
2023$75,400 · 0.17%
2022$64,829 · 0.18%
Same employer
Similar plansProfessional & Technical Services · Washington
Karr Tuttle Campbell, P.S. WA$61.7M · 0.25%
Stokes Lawrence, P.S. WA$59.1M · 0.02%
Lmn Architects LLP WA$58.3M · 0.25%
Gray & Osborne, Inc. WA$53.7M · 0.29%
Mithun, Inc. WA$53.1M · 0.17%
Northwest Justice Project WA$52.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841718461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.