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Original filing (PDF)20251103151644NAL0007903057001
UNIGUEST, INC.
Form 5500
FILING_RECEIVED
UNIGUEST 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
409
Accounts w/ balance
363
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIGUEST, INC..
Plan sponsor
Name
UNIGUEST, INC.
EIN
62-1291780
Address
2926 KRAFT DRIVE · NASHVILLE, TN · 37204
Phone
(615) 777-5500
Industry
Professional & Technical Servicessee 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
2025-11-03
Pension benefit codes
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $35K | — |
| HAYS FINANCIAL GROUP | — | MINNEAPOLIS, MN | NONE | $29K | — |
Investments
30 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $1.8M | 11.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.7M | 10.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.6M | 10.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.4M | 9.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.2M | 7.6% | |
| American Funds U.S. Govt Money Mkt R6 American Funds 0 | — | — | — | $1.1M | 7.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $1.0M | 6.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $997K | 6.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $907K | 5.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $631K | 4.0% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $393K | 2.5% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $343K | 2.2% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $323K | 2.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $307K | 2.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $239K | 1.5% | |
| American Funds New World R6 American Funds 0 | — | — | — | $222K | 1.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $200K | 1.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $191K | 1.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $179K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $168K | 1.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $142K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $138K | 0.9% | |
| T. Rowe Price Capital Apprec Adv T. Rowe Price 0 | — | — | — | $131K | 0.8% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $128K | 0.8% | |
| Cohen & Steers Realty Shares Fund Cohen & Steers 0 | — | — | — | $105K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $25K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $14K | <0.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $14K | <0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $6K | <0.1% |
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