Plan Snapshot
- Plan Sponsor: University Of Louisville Physicians, INC.
- Sponsor EIN: 273645560
- Sponsor Address: 300 EAST MARKET STREET, LOUISVILLE, KY, 40202
- Plan Type: 401(k)
- Total Participants: 3,232
- Total Assets: $161.0M
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 | 3,232 | $161.0M | $8.3M | $16.8M |
| 2023 | 3,055 | $113.2M | $8.2M | $14.6M |
| 2022 | 2,283 | $78.4M | $4.0M | $5.8M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $157,811 | — | $157,811 |
| STEGNER INVESTMENT ASSOCIATES | INVESTMENT ADVISORY | $9,016 | — | $9,016 |
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- STEGNER INVESTMENT ASSOCIATES — INVESTMENT ADVISORY
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,827
- Estimated Expense Ratio: 0.104% 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 | $166,850 | — | $166,850 | — | — |
| 2023 | $369,370 | — | $369,370 | — | — |
| 2022 | $74,043 | — | $74,043 | — | — |