Plan Ledger DOL Form 5500 · updated monthly

Unity Holdings, Inc.ESOP

UNITY HOLDINGS, INC. ESOP · FOX POINT, WI · plan year 2023

Reported admin expense ratio · 2023
0.00%

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.

Plan summary
Net assets, end of year$7,444,567
Participants with balances119
Active participants0
Employer contributions$461,258
Employee contributions—
Employer contribution per active participant—
Average account balance$62,559
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $1.8M emplr
2024$6.0M · 119 accts
2023$7.4M · 119 accts · $461K emplr
2022$2.1M · 116 accts · $287K emplr
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.

Administrative cost history4
2025Not separately reported
2024$31 · 0.00%
2023$20 · 0.00%
2022$45 · 0.00%
Similar plansManagement of Companies · Wisconsin
Plank Enterprises, Inc. WI$19.8M · 0.35%
Eponk Group WI$12.6M · 0.38%
Gci Affiliated Companies WI$10.7M · 0.11%
Bvo Holdings Corporation WI$7.1M · 0.55%
Ecm Holding Group, Inc. WI$5.6M · 0.69%
Maxus Operations, LLC WI$2.8M · 0.68%

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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.