# University Of Iowa Health System Medical Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/university-of-iowa-health-system-medical-group-llc-994506227-001

> University Of Iowa Health System Medical Group, LLC's 401(k) plan: 330 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** University Of Iowa Health System Medical Group, LLC

- **Sponsor EIN:** 994506227

- **Sponsor Address:** 200 HAWKINS DRIVE, IOWA CITY, IA, 52242

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

- **Plan Number:** 001

- **Total Participants:** 330

- **Total Assets:** $28.8M

## 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.|

| 2025|330|$28.8M|$0|$0|

## 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|Other Service Provider|$44,846|—|$44,846|

| MERRILL LYNCH PIERCE FENNER & SMITH|Other Service Provider|$27,459|$2|$27,461|

| DEFINITI, LLC|Other Service Provider|—|$8,918|$8,918|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,225

- **Estimated Expense Ratio:** 0.282% 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|

| 2025|$3,961,527|$10,297|$44,846|—|—|

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