Plan Snapshot
- Plan Sponsor: Unified Women'S Healthcare Of Texas, PLLC
- Sponsor EIN: 611744250
- Sponsor Address: 4010 W. BOY SCOUT BLVD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 712 | $87.9M | $4.9M | $4.9M |
| 2023 | 677 | $68.9M | $4.7M | $4.4M |
| 2022 | 505 | $43.3M | $3.8M | $3.6M |
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 |
|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC | Recordkeeper | $114,909 | — | $114,909 |
| GORDON ASSET MANAGEMENT | Investment Advisor | $18,750 | — | $18,750 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $15,146 | — | $15,146 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORDON ASSET MANAGEMENT — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,805
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 |
|---|---|---|---|---|---|
| 2025 | $2,679,502 | $13,875 | — | — | — |
| 2024 | $148,805 | $18,750 | — | — | — |
| 2023 | $109,806 | $19,000 | $80,591 | — | — |
| 2022 | $98,373 | $18,500 | $74,463 | — | — |