Unaka 401(k) match, vesting and fees
What Unaka's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Pugh & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 156 defined-contribution plans in management of companies and enterprises with 1,000 to 4,999 participants.
| Unaka: employer contribution per participant | $2,064 | |
| Peer median | $2,525 |
| Unaka: average balance | $36,189 | |
| Peer median | $101,328 |
| Unaka: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $35.6M at the end of plan year 2023 to $39.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,092 | $39.5M | $2.3M | $2,064 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 901 | $35.6M | $1.8M | $2,027 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Unaka match 401(k) contributions?
The match terms for the Unaka Company 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $2,064 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Unaka 401(k) match vested?
The vesting schedule for the Unaka Company 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Unaka 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Unaka Company, Inc.
I left Unaka. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unaka Company, Inc, (423) 278-1434) or the recordkeeper, Transamerica Retirement Solutions. The Unaka old 401(k) page lists the contacts from every plan filing. Find an old Unaka 401(k)
Data from the public Form 5500 annual reports Unaka filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Unaka. Not financial advice. Report a correction · Methodology