Plan Snapshot
- Plan Sponsor: University Of Virginia Physicians Group
- Sponsor EIN: 541124769
- Sponsor Address: 100 AVON STREET, CHARLOTTESVILLE, VA, 22902
- Plan Type: 401(k)
- Total Participants: 1,415
- Total Assets: $139.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,415 | $139.4M | $5.2M | $4.5M |
| 2023 | 1,443 | $122.6M | $5.1M | $4.6M |
| 2022 | 1,400 | $100.1M | $4.7M | $4.4M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $174,038 | — | $174,038 | — | — |
| 2023 | $142,389 | — | $142,389 | — | — |
| 2022 | $130,830 | — | $130,830 | — | — |