Plan Snapshot
- Plan Sponsor: United Network For Organ Sharing
- Sponsor EIN: 541327878
- Sponsor Address: 700 NORTH 4TH ST, RICHMOND, VA, 232191414
- Plan Type: 401(k)
- Total Participants: 452
- Total Assets: $117.5M
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 | 452 | $117.5M | $4.0M | $4.5M |
| 2023 | 484 | $101.4M | $3.9M | $4.2M |
| 2022 | 440 | $84.4M | $3.4M | $3.6M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | Auditor | — | — | $0 |
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 | $146,152 | — | $146,152 | — | — |
| 2023 | $125,462 | — | $125,462 | — | — |
| 2022 | $116,409 | — | $114,234 | — | $2,175 |