Plan Ledger DOL Form 5500 · updated monthly

Unify Energy Solutions, LLC401(k)

UNIFY ENERGY SOLUTIONS, LLC 401(K) PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.07%

Unify Energy Solutions, LLC reported $1,892 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. 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 has held roughly steady near 0.066%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,545th of 5,688), and 4,487th of 5,337 in construction.

Plan summary
Net assets, end of year$3,148,158
Participants with balances96
Active participants105
Employer contributions—
Employee contributions$521,024
Employer contribution per active participant—
Average account balance$32,793
Benefits paid to participants$375,030
Plan auditUnmodified (clean) audit opinion
AuditorDESROCHES PARTNERS
Plan history2
Yearassets · accounts · employer contribution
2023$3.1M · 96 accts
2022$2.6M · 100 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,892
Total administrative$1,892
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ADP, INC. · Loan processing · Recordkeeping$1,892
ADP BROKER-DEALERindirect comp
NORTHWESTERN MUTUAL INVESTMENT SERV · Other servicesindirect comp

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

Administrative cost history2
2023$1,892 · 0.07%
2022$1,925 · 0.07%
Same employer
Similar plansConstruction · Texas
Capco Contractors, Inc. TX$3.3M · 0.05%
Noble Texas Builders, LLC TX$3.2M · 1.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 455132957 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.