# Unified Women'S Healthcare Of Texas, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/unified-women-s-healthcare-of-texas-pllc-401k-plan

> Unified Women'S Healthcare Of Texas, PLLC's 401(k) plan: 712 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MVP PLAN ADMINISTRATORS, INC|RECORDKEEPER|$114,909|—|$114,909|

| GORDON ASSET MANAGEMENT|INVESTMENT ADVISOR|$18,750|—|$18,750|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$15,146|—|$15,146|

| WILLIAMS OVERMAN PIERCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GORDON ASSET MANAGEMENT](https://planprovider.pro/provider/gordon-asset-management-llc) — INVESTMENT ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $148,805

- **Estimated Expense Ratio:** 0.169% 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|$148,805|$18,750|—|—|—|

| 2023|$109,806|$19,000|$80,591|—|—|

| 2022|$98,373|$18,500|$74,463|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/unified-women-s-healthcare-of-texas-pllc-401k-plan)

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