Plan Snapshot
- Plan Sponsor: Unio Health Partners, LLC
- Sponsor EIN: 274201304
- Sponsor Address: 21250 HAWTHORNE BLVD., SUITE 600, TORRANCE, CA, 90503
- Plan Type: 401(k)
- Total Participants: 696
- Total Assets: $59.0M
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 | 696 | $59.0M | $1.3M | $4.3M |
| 2023 | 712 | $49.7M | $2.5M | $3.9M |
| 2022 | 384 | $31.1M | $955,188 | $1.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | Recordkeeper | $38,662 | — | $38,662 |
| PROSPERITAS FINANCIAL LLC | Other Service Provider | $8,446 | — | $8,446 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,108
- Estimated Expense Ratio: 0.080% 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 | $51,024 | $12,362 | — | — | — |
| 2023 | $66,040 | $10,704 | — | — | — |
| 2022 | $116,934 | $33,286 | — | — | $10,495 |