Plan Snapshot
- Plan Sponsor: Union Associated Physicians Clinic, LLC
- Sponsor EIN: 270581401
- Sponsor Address: 1606 NORTH 7TH STREET, TERRE HAUTE, IN, 47804
- Plan Type: 401(k)
- Total Participants: 607
- Total Assets: $61.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 607 | $61.2M | $0 | $0 |
| 2023 | 636 | $60.0M | $0 | $0 |
| 2022 | 668 | $54.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| AXIA ADVISORY CORPORATION | ADVISOR | $26,289 | — | $26,289 |
| FID INV INST OPS CO | RECORDKEEPER/ADMIN | $15,405 | — | $15,405 |
| SACKRIDER & COMPANY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER/ADMIN
- SACKRIDER & COMPANY, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,694
- Estimated Expense Ratio: 0.068% 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 | $40,758 | $19,195 | $300 | — | — |
| 2023 | $50,584 | $26,625 | — | — | — |
| 2022 | $64,195 | $35,500 | — | — | — |