Plan Snapshot
- Plan Sponsor: Unity Health
- Sponsor EIN: 710772737
- Sponsor Address: 3214 EAST RACE STREET, SEARCY, AR, 72143
- Plan Type: 403(b)
- Total Participants: 1,192
- Total Assets: $49.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,192 | $49.8M | $0 | $3.0M |
| 2023 | 1,147 | $45.6M | $0 | $3.2M |
| 2022 | 1,191 | $38.0M | $0 | $3.2M |
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 |
|---|---|---|---|---|
| HORNE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HORNE, LLP — 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 | $106,140 | $29,391 | — | — | — |
| 2023 | $91,916 | $23,775 | — | — | — |
| 2022 | $143,213 | $62,149 | — | — | — |