Plan Snapshot
- Plan Sponsor: United Digestive Mso Parent, LLC
- Sponsor EIN: 611903324
- Sponsor Address: 10 GLENLAKE PARKWAY NE NORTH TOWER,, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,904
- Total Assets: $112.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,904 | $112.8M | $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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | Investment Advisor | $62,246 | — | $62,246 |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | Other Service Provider | $38,353 | — | $38,353 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $18,803 | — | $18,803 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $16,940 | — | $16,940 |
| SMITH AND HOWARD PC | Auditor | $15,000 | — | $15,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,342
- Estimated Expense Ratio: 0.134% 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 |
|---|---|---|---|---|---|
| 2025 | $6,635,035 | $38,392 | $81,010 | $15,000 | — |