Unity Holdings, Inc.ESOP
UNITY HOLDINGS, INC. ESOP · FOX POINT, WI · plan year 2023
Unity Holdings, Inc. reported $20 in plan administrative expenses for 2023: 0.00% 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 fell from 0.002% to 0.000%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Wisconsin (1,459th of 1,936), and 607th of 786 in management of companies.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 464188604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.