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)
- Total Participants: 712
- Total Assets: $87.9M
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. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| WILLIAMS OVERMAN PIERCE | Auditor | — | — | $0 |
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 | $148,805 | $18,750 | — | — | — |
| 2023 | $109,806 | $19,000 | $80,591 | — | — |
| 2022 | $98,373 | $18,500 | $74,463 | — | — |