Plan Ledger DOL Form 5500 · updated monthly

Unison Software, Inc.401(k)

UNISON 401(K) PLAN · DULLES, VA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Unison Software, Inc. reported $113,196 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $3,293 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 0.20% to 0.17%. 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 365th-largest of 2,266 plans among Virginia employers on file, and the 1,992nd of 11,654 in professional & technical services. In 2024, employees put in $3.63 for every $1.00 the employer contributed; active participation has grown from 294 to 400 since 2022.

Plan summary
Net assets, end of year$72,870,737
Participants with balances553
Active participants400
Employer contributions$1,317,125
Employee contributions$4,785,648
Employer contribution per active participant$3,293
Average account balance$131,773
Benefits paid to participants$3,194,895
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$72.9M · 553 accts · $1.3M emplr
2023$60.5M · 517 accts · $1.2M emplr
2022$47.5M · 402 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,196
Investment management$55,000
Total administrative$113,196
The Unison Software, Inc. 401(k) match · 2024
Employer contribution per active participant$3,293
Median for plans this size$3,635
2024$3,293 per active participant
2023$3,026 per active participant
2022$3,545 per active participant

Unison Software, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$58,196
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$55,000

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$113,196 · 0.17%
2023$101,888 · 0.19%
2022$102,487 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Virginia
Gtt Americas, LLC VA$76.2M · 0.31%
Agile Defense LLC VA$75.7M · 0.22%
Ntrepid, LLC VA$73.0M · 0.09%
Group W Inc. VA$71.8M · 0.06%
Northstrat, Inc. VA$71.6M · 0.36%
Cheiron, Inc VA$68.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541304735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.