Plan Ledger DOL Form 5500 · updated monthly

Unison Systems Inc401(k)

UNISON SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST · GREENWOOD VILLAGE, CO · plan year 2022

Reported admin expense ratio · 2022
0.68%

Unison Systems Inc reported $10,858 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. 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 professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,315th of 1,461), and 11,060th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,487,355
Participants with balances31
Active participants117
Employer contributions—
Employee contributions$241,332
Employer contribution per active participant—
Average account balance$47,979
Benefits paid to participants$41,566
Plan auditUnmodified (clean) audit opinion
AuditorHOLM, TYAN, TRUITT & HALL, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,931
Investment management$5,126
Total administrative$10,858
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 history1
2022$10,858 · 0.68%
Similar plansProfessional & Technical Services · Colorado
Pethero Inc. CO$1.8M · 0.16%
Breeze Thru Car Wash LLC CO$1.6M · 1.90%
Kaart Group, LLC CO$1.4M · 0.18%
Sales Partnerships, Inc. CO$1.2M · 0.34%
Altitude Energy LLC CO$1.1M · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841431650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.