Plan Ledger DOL Form 5500 · updated monthly

Unigen Corporation401(k)

UNIGEN CORPORATION 401(K) PROFIT SHARING PLAN · NEWARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Unigen Corporation reported $39,987 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,277 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 0.26% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 3,654th-largest of 9,483 plans among California employers on file, and the 5,956th of 13,661 in manufacturing. In 2024, employees put in $5.98 for every $1.00 the employer contributed; active participation has grown from 180 to 223 since 2022.

Plan summary
Net assets, end of year$19,852,472
Participants with balances330
Active participants223
Employer contributions$284,800
Employee contributions$1,701,917
Employer contribution per active participant$1,277
Average account balance$60,159
Benefits paid to participants$2,582,195
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$19.9M · 330 accts · $285K emplr
2023$17.8M · 287 accts · $266K emplr
2022$14.0M · 291 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,519
Investment management$36,468
Total administrative$39,987
The Unigen Corporation 401(k) match · 2024
Employer contribution per active participant$1,277
Median for plans this size$2,416
2024$1,277 per active participant
2023$1,452 per active participant
2022$1,318 per active participant

Unigen Corporation's 2024 employer contribution ran below the $2,416 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 · 20242
FELICE RETIREMENT SERVICES · Recordkeeping · Trustee$36,468
ADP, INC. · Loan processing · Recordkeeping$3,519

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

Recordkeeper by year2
2024ADP, FELICE RETIREMENT SERVICES
2023ADP, FELICE RETIREMENT SERVICES

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,987 · 0.21%
2023$34,006 · 0.21%
2022$38,691 · 0.26%
Same employer
Similar plansManufacturing · California
Wavestream Corporation CA$20.1M · 0.02%
Central Valley Meat Co. CA$20.0M · 0.97%
Igm Biosciences, Inc. CA$19.9M · 0.02%
Cosway Company, Inc. CA$19.9M · 0.10%
Marki Microwave, Inc. CA$19.8M · 0.30%
Quantum Fuel Systems LLC CA$19.8M · 0.12%
Jain America Holdings LLC CA$19.8M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 770289753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.