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

> University Of Louisville Physicians, INC.'s DC plan: 421 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:** DC

- **Total Participants:** 421

- **Total Assets:** $111.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|421|$111.3M|$11.6M|$0|

| 2023|424|$89.4M|$10.5M|$0|

| 2022|404|$68.2M|$4.7M|$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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$18,261|—|$18,261|

| 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

- [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:** $18,261

- **Estimated Expense Ratio:** 0.016% 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|$18,016|—|$18,016|—|—|

| 2023|$49,323|—|$49,323|—|—|

| 2022|$9,706|—|$9,706|—|—|

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- [University Of Louisville Physicians, INC.](https://planprovider.pro/companies/university-of-louisville-physicians-inc-401k-plan) — 3,232 participants

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