Plan Snapshot
- Plan Sponsor: Universal Health Services, INC.
- Sponsor EIN: 232077891
- Sponsor Address: 367 S. GULPH ROAD, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 64,799
- Total Assets: $3.7B
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 | 64,799 | $3.7B | $79.3M | $261.9M |
| 2023 | 64,712 | $3.2B | $73.7M | $240.7M |
| 2022 | 62,716 | $2.7B | $70.7M | $234.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $2,189,786 | — | $2,189,786 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $123,038 | — | $123,038 |
| TORRILLO & ASSOCIATES, LLC | ACCOUNTANT/AUDITOR | $30,600 | — | $30,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MMA SECURITIES LLC — INVESTMENT ADVISOR
- TORRILLO & ASSOCIATES, LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,343,424
- Estimated Expense Ratio: 0.064% 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 | $2,343,424 | $123,038 | $10,800 | $30,600 | — |
| 2023 | $2,552,990 | $105,000 | $8,400 | $26,750 | — |
| 2022 | $2,574,877 | — | — | — | — |