Plan Snapshot
- Plan Sponsor: Universal Healthcare Services, INC.
- Sponsor EIN: 711031193
- Sponsor Address: 8303 BRIMHALL ROAD, BAKERSFIELD, CA, 93312
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $3.3M
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 | 209 | $3.3M | $0 | $79,895 |
| 2023 | 206 | $3.2M | $505,468 | $99,464 |
| 2022 | 147 | $2.4M | $386,322 | $79,185 |
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 | CONTRACT ADMINISTRATOR | $17,968 | — | $17,968 |
| PRINCIPAL SECURITIES INC | OTHER SERVICES | — | $8,944 | $8,944 |
| DANIELLS PHILLIPS VAUGHAN & BOCK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELLS PHILLIPS VAUGHAN & BOCK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,912
- Estimated Expense Ratio: 0.820% 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 | $17,968 | — | — | — | — |
| 2023 | $14,527 | — | — | — | — |
| 2022 | — | — | — | — | — |