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Original filing (PDF)20251009092625NAL0003463827001
UNEX CORP
Form 5500
FILING_RECEIVED
UNEX CORP 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
303
Accounts w/ balance
355
Plan assets (EOY)
$26.8M
Net assets (EOY)
$26.8M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNEX CORP.
Plan sponsor
Name
UNEX CORP
EIN
22-1919954
Address
333 ROUTE 17N · MAHWAH, NJ · 074302129
Phone
(201) 746-7447
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCINTEE FUSARO DEL CORRAL LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $31K | — |
Investments
39 direct securities· $26.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Conservative Allocation A MFS 0 | — | — | — | $6.5M | 24.4% | |
| PGIM Jennison Growth CL A PGIM 0 | — | — | — | $3.8M | 14.3% | |
| iShares S&P 500 Index Inv A iShares 0 | — | — | — | $2.0M | 7.6% | |
| (CL) Principal MidCap Fund A Principal 0 | — | — | — | $1.9M | 7.2% | |
| BlackRock Equity Dividend Inv A BlackRock 0 | — | — | — | $1.8M | 6.8% | |
| MFS Aggressive Growth Allocation A MFS 0 | — | — | — | $1.6M | 5.9% | |
| BlackRock Liquidity T-Fund Premier BlackRock 0 | — | — | — | $1.6M | 5.8% | |
| First Eagle Global A First Eagle 0 | — | — | — | $1.2M | 4.5% | |
| Macquarie Small Cap Core A Macquarie 0 | — | — | — | $717K | 2.7% | |
| JPMorgan SmartRetirement 2025 A JP Morgan 0 | — | — | — | $489K | 1.8% | |
| Macquarie Diversified Income A Macquarie 0 | — | — | — | $383K | 1.4% | |
| PGIM Total Return Bond CL A PGIM 0 | — | — | — | $382K | 1.4% | |
| MFS Moderate Allocation A MFS 0 | — | — | — | $336K | 1.3% | |
| iShares Russell 2000 SmCap Ind Inv A iShares 0 | — | — | — | $324K | 1.2% | |
| JPMorgan SmartRetirement 2035 A JP Morgan 0 | — | — | — | $323K | 1.2% | |
| BlackRock Global Allocation Inv A BlackRock 0 | — | — | — | $299K | 1.1% | |
| MFS Growth Allocation A MFS 0 | — | — | — | $295K | 1.1% | |
| JPMorgan SmartRetirement 2030 A JP Morgan 0 | — | — | — | $295K | 1.1% | |
| MFS International Diversification A MFS 0 | — | — | — | $222K | 0.8% | |
| GM BlackRock Equity Dividend Inv A BlackRock 0 | — | — | — | $212K | 0.8% | |
| (CL) GM Principal MidCap Fund A Principal 0 | — | — | — | $206K | 0.8% | |
| Columbia Mid Cap Index A Columbia 0 | — | — | — | $192K | 0.7% | |
| GM PGIM Jennison Growth CL A PGIM 0 | — | — | — | $162K | 0.6% | |
| PIMCO Income A PIMCO 0 | — | — | — | $158K | 0.6% | |
| GM Macquarie Small Cap Core A Macquarie 0 | — | — | — | $136K | 0.5% | |
| GM PGIM Total Return Bond CL A PGIM 0 | — | — | — | $121K | 0.5% | |
| GM MFS International Diversification A MFS 0 | — | — | — | $121K | 0.5% | |
| JPMorgan SmartRetirement 2050 A JP Morgan 0 | — | — | — | $116K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $112K | 0.4% | |
| GM First Eagle Global A First Eagle 0 | — | — | — | $106K | 0.4% | |
| GM BlackRock Global Allocation Inv A BlackRock 0 | — | — | — | $104K | 0.4% | |
| iShares MSCI EAFE Intl Index Inv A iShares 0 | — | — | — | $94K | 0.4% | |
| JPMorgan SmartRetirement 2045 A JP Morgan 0 | — | — | — | $90K | 0.3% | |
| GM Macquarie Diversified Income A Macquarie 0 | — | — | — | $88K | 0.3% | |
| JPMorgan SmartRetirement 2020 A JP Morgan 0 | — | — | — | $76K | 0.3% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $48K | 0.2% | |
| American Funds American Hi Inc Tr R6 American Funds 0 | — | — | — | $45K | 0.2% | |
| JPMorgan SmartRetirement 2040 A JP Morgan 0 | — | — | — | $36K | 0.1% | |
| GM BlackRock Liquidity T-Fund Premier BlackRock 0 | — | — | — | $8K | <0.1% |
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