Unison 401(k) Plan
Sponsored by Unison Software, Inc. · EIN 541304735 · Plan #001
- Total assets
- $72.9M
- Net assets
- $72.9M
- Active participants
- 400
- With balances
- 553
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $58,196 |
| Capfinancial Partners Llc | Investment advisory (plan) | $55,000 |