Department of Labor filing

UNIFI ASSET MANAGEMENT, LP

UNIFI ASSET MANAGEMENT, LP 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 14, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions also rank above most comparable plans.

76Strong plan health
high confidence
See what drives the plan health score
Employer contributions versus peers80/10030% of the full model
Lower reported administrative cost72/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

09 · Employer contribution vs. peers80th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202577out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions80th percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense72nd percentileTypical peer $105 · based on 18,019 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, UNIFI ASSET MANAGEMENT, LP reported $151,221 in employer contributions across this plan, or $8,401 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating18

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison77/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$151,221
$8,401 per active participant
Participant contributions
$195,831
Other contributions
$96,809
Amounts not classified as employer or participant contributions
Employer share of contributions
34.1%
Active participants
18
Small plan
Total participants
21
14 at the beginning of the year
Ending assets
$505,717
$24,082 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$0
Ending net assets
$505,717
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$506,341
Total expenses
$624
Administrative expenses
$624
$30 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$8,401
Administrative cost per participant
2025
$30
Active participants
2025
18
Total plan assets
2025
$505,717
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$8,40118505.7K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
990604754-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2025
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2J2F2G3D3B

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Jun 29, 2025UNIFI INC — 10-K filed 2025-08-26
Official filing · details not yet checked
What it says about employer contributions

ms of the 401(k) Plan, UNIFI matches 100 % of the first 3 % of eligible employee contributions and 50 % of the next 2 % of eligible contributions. The following table presents the employer matching contribution expense related to the 401(k) Plan: Fiscal 2025 Fiscal 2024 Fiscal 2023 Matching contribution expense $ 2,888 $ 2,787 $ 2,967 Non-qualified Deferred Compensation Plan The DCP, established in fiscal 2022, is an unfunded non-qualified deferred compensation plan in which certain key employees are eligible to participate. Under the DCP, participants may elect to defer all or a portion of their annual cash incentive compensation to their account. The deferred amounts are paid in accordance with each participant’s elections. In addition to elective deferrals, the DCP assumed the obligatio

What it says about vesting

expensed over the applicable vesting period. UNIFI has a policy of issuing new shares to satisfy award exercises and conversions. For awards with a service condition and a graded vesting schedule, UNIFI has elected an accounting policy of recognizing compensation cost on a straight-line basis over the requisite service period for each separate vesting portion of the award as if the award was, in-substance, multiple awards. F- 11 Unifi, Inc. Notes to Consolidated Financial Statements – (Continued) Foreign Currency Translation Assets and liabilities of foreign subsidiaries whose functional currency is other than the U.S. Dollar (“USD”) are translated at exchange rates existing at the respective balance sheet dates. Translation gains and losses are not included in determining net (loss) inco

What it says about fees

Ended June 29, 2025 June 30, 2024 July 2, 2023 Net sales $ 571,344 $ 582,209 $ 623,527 Cost of sales 562,926 565,593 609,286 Gross profit 8,418 16,616 14,241 Selling, general and administrative expenses 49,005 46,632 47,345 (Benefit) provision for bad debts ( 166 ) 1,571 ( 89 ) Restructuring costs 8,924 5,101 — (Gain) loss on sales and disposals of assets ( 40,079 ) 62 278 Other operating expense, net 254 671 7,578 Operating loss ( 9,520 ) ( 37,421 ) ( 40,871 ) Interest income ( 888 ) ( 2,136 ) ( 2,109 ) Interest expense 9,520 9,862 7,577 Equity in loss (earnings) of unconsolidated affiliates 477 390 ( 896 ) Loss before income taxes ( 18,629 ) ( 45,537 ) ( 45,443 ) Provision for income taxes 1,719 1,858 901 Net loss $ ( 20,348 ) $ ( 47,395 ) $ ( 46,344 ) Net loss per common share: Basic $

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260714111536NAL0001417857001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗