# University Of Louisville Physicians, INC. 401(k) Plan
Source: https://planprovider.pro/companies/university-of-louisville-physicians-inc-401k-plan

> University Of Louisville Physicians, INC.'s 401(k) plan: 3,232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [STEGNER INVESTMENT ASSOCIATES](https://planprovider.pro/provider/stegner-investment-associates-inc) — INVESTMENT ADVISORY

- [BLUE & CO., LLC](https://planprovider.pro/provider/blue-and-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|—|—|

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