# University Medical Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/university-medical-partners-inc-401k-plan

> University Medical Partners, INC.'s 401(k) plan: 299 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [AUDIT AND TAX SOLUTIONS CPAS](https://planprovider.pro/provider/audit-and-tax-solutions-cpas-inc) — 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|—|—|—|—|

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