# University Medical Associates Of The Medical Univ. Of South Carolina 403(b) Plan
Source: https://planprovider.pro/companies/university-medical-associates-of-the-medical-univ-of-south-carolina-403b-plan

> University Medical Associates Of The Medical Univ. Of South Carolina's 403(b) plan: 3,064 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Medical Associates Of The Medical Univ. Of South Carolina

- **Sponsor EIN:** 570935917

- **Sponsor Address:** 1 SOUTH PARK CIRCLE, CHARLESTON, SC, 29407

- **Plan Type:** 403(b)

- **Total Participants:** 3,064

- **Total Assets:** $157.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|3,064|$157.6M|$0|$16.1M|

| 2023|2,792|$129.6M|$24,281|$13.9M|

| 2022|2,513|$100.8M|$64,350|$12.3M|

## 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|

| FORVIS MAZARS, LLP|Auditor|$24,439|—|$24,439|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,439

- **Estimated Expense Ratio:** 0.016% 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|$128,319|$29,372|—|$24,439|—|

| 2023|$100,468|$26,738|—|—|—|

| 2022|$83,187|—|—|—|$83,187|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-medical-associates-of-the-medical-univ-of-south-carolina-403b-plan)

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