Plan Snapshot
- Plan Sponsor: University Medical Partners, INC.
- Sponsor EIN: 475149853
- Sponsor Address: 555 12TH STREET, SUITE 2040, OAKLAND, CA, 94607
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $152.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 299 | $152.6M | $9.8M | $5.6M |
| 2023 | 245 | $124.0M | $9.3M | $5.6M |
| 2022 | 286 | $102.6M | $9.0M | $5.4M |
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 |
|---|---|---|---|---|
| THOMAS DOLL | ADVISOR | $145,007 | — | $145,007 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $38,431 | — | $38,431 |
| AUDIT AND TAX SOLUTIONS CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- AUDIT AND TAX SOLUTIONS CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,438
- Estimated Expense Ratio: 0.120% 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 | $183,239 | $145,007 | — | — | — |
| 2023 | $155,962 | $119,779 | — | — | — |
| 2022 | $153,975 | — | — | — | — |