Plan Snapshot
- Plan Sponsor: Uf Health-Central Florida
- Sponsor EIN: 331197054
- Sponsor Address: 1451 EL CAMINO REAL, THE VILLAGES, FL, 32159
- Plan Type: 401(k)
- Total Participants: 3,762
- Total Assets: $169.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,762 | $169.3M | $4.4M | $10.5M |
| 2023 | 3,183 | $152.6M | $3.4M | $8.4M |
| 2022 | 3,198 | $133.7M | $3.6M | $8.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $205,143 | — | $205,143 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $106,738 | — | $106,738 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $46,765 | — | $46,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $358,646
- Estimated Expense Ratio: 0.212% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $358,646 | $153,503 | — | — | — |
| 2023 | $323,935 | $136,043 | — | — | — |
| 2022 | $344,236 | $33,872 | — | — | — |