# Union Associated Physicians Clinic, LLC 401(k) Plan
Source: https://planprovider.pro/companies/union-associated-physicians-clinic-llc-401k-plan

> Union Associated Physicians Clinic, LLC's 401(k) plan: 607 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER/ADMIN

- [SACKRIDER & COMPANY, INC.](https://planprovider.pro/provider/sackrider-and-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|—|—|—|

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