Plan Snapshot
- Plan Sponsor: Unc Physicians Group Practices Ii, LLC
- Sponsor EIN: 852823886
- Sponsor Address: 5221 PARAMOUNT PARKWAY, MORRISVILLE, NC, 27560
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 165 | $12.5M | $573,575 | $993,598 |
| 2023 | 199 | $10.9M | $537,503 | $1.1M |
| 2022 | 163 | $9.0M | $839,540 | $1.1M |
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 |
|---|---|---|---|---|
| BDO USA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, LLP — 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 | $11,870 | — | — | — | — |
| 2023 | $11,041 | — | — | — | — |
| 2022 | $9,038 | — | — | — | — |