# Universal Mental Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/universal-mental-health-services-inc-plan-001

> Universal Mental Health Services, INC.'s 401(k) plan: 380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Universal Mental Health Services, INC.

- **Sponsor EIN:** 141877453

- **Sponsor Address:** 839 WILKESBORO BOULEVARD, LENOIR, NC, 28645

- **Plan Type:** 401(k)

- **Total Participants:** 380

- **Total Assets:** $1.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|380|$1.6M|$135,341|$295,986|

| 2023|357|$1.2M|$110,942|$231,154|

| 2022|350|$914,271|$105,533|$214,216|

## 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|

| JULY BUSINESS SERVICES, LLC|RECORDKEEPER|$14,000|—|$14,000|

| C. RANDOLPH CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JULY BUSINESS SERVICES, LLC](https://planprovider.pro/provider/july-business-services) — RECORDKEEPER

- [C. RANDOLPH CPA, PLLC](https://planprovider.pro/provider/c-randolph-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,000

- **Estimated Expense Ratio:** 0.858% 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|$18,505|—|$4,505|—|—|

| 2023|$15,746|—|$5,540|—|—|

| 2022|$10,816|$8,101|$2,715|—|—|

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