Plan Snapshot
- Plan Sponsor: United Musculoskeletal Partners, LLC
- Sponsor EIN: 873633461
- Sponsor Address: 400 PERIMETER CENTER, ATLANTA, GA, 30346
- Plan Type: 401(k)
- Total Participants: 2,243
- Total Assets: $359.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,243 | $359.1M | $22.2M | $12.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $237,068 | — | $237,068 |
| CHARLES SCHWAB & CO., INC. | Investment Advisor | $114,951 | — | $114,951 |
| GLOBAL RETIREMENT | Investment Advisor | $102,388 | $9,624 | $112,012 |
| WELLTH ADVISORY SERVICES LLC | Investment Advisor | $76,364 | $719 | $77,083 |
| THE ANGELL PENSION GROUP INC | Other Service Provider | — | $31,250 | $31,250 |
| MSTILLER | Auditor | $31,183 | — | $31,183 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO., INC. — Investment Advisor
- GLOBAL RETIREMENT — Investment Advisor
- MSTILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $603,547
- Estimated Expense Ratio: 0.168% 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 | $595,845 | — | — | — | — |