# Union Community Care 401(k) Plan
Source: https://planprovider.pro/companies/union-community-care-231909490-004

> Union Community Care's 401(k) plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Community Care

- **Sponsor EIN:** 231909490

- **Sponsor Address:** 454 NEW HOLLAND AVE, SUITE 300, LANCASTER, PA, 17602

- **Plan Type:** 401(k)

- **Plan Number:** 004

- **Total Participants:** 377

- **Total Assets:** $18.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|377|$18.1M|$797,718|$1.5M|

| 2023|333|$14.6M|$687,400|$1.2M|

| 2022|361|$11.6M|$556,413|$1.1M|

## 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|

| MUTUAL OF AMERICA INVESTMENT CORP|Insurance Carrier|$6,049|—|$6,049|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,049

- **Estimated Expense Ratio:** 0.033% 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|$6,049|—|—|—|—|

| 2023|$5,114|—|—|—|—|

| 2022|$3,167|—|—|—|—|

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