Plan Snapshot
- Plan Sponsor: Uhhs
- Sponsor EIN: 340714775
- Sponsor Address: 3605 WARRENSVILLE CENTER ROAD, SHAKER HEIGHTS, OH, 44135
- Plan Type: 401(k)
- Total Participants: 8,319
- Total Assets: $766.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 8,319 | $766.9M | $5.0M | $30.0M |
| 2023 | 4,655 | $702.9M | $4.6M | $28.6M |
| 2022 | 4,606 | $615.2M | $4.2M | $26.1M |
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 |
|---|---|---|---|---|
| KPMG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $682,619 | $20,443 | $4,500 | — | — |
| 2023 | $732,134 | $7,943 | $924 | $61,137 | — |
| 2022 | $700,156 | $30 | — | — | — |