Plan Snapshot
- Plan Sponsor: United Medical, LLC
- Sponsor EIN: 203470124
- Sponsor Address: 161 BECKS WOODS DR, BEAR, DE, 19701
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $4.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $4.8M | $269,261 | $560,929 |
| 2023 | 152 | $4.5M | $251,990 | $496,627 |
| 2022 | 122 | $3.6M | $225,160 | $438,532 |
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 |
|---|---|---|---|---|
| SANTORA CPAGROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SANTORA CPAGROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,124,125 | — | $33,081 | — | — |
| 2023 | $529,945 | — | $27,937 | — | — |
| 2022 | $25,815 | — | — | — | — |