Plan Snapshot
- Plan Sponsor: University Of Virginia Physicians Group
- Sponsor EIN: 541124769
- Sponsor Address: 100 AVON ST, CHARLOTTESVILLE, VA, 22902
- Plan Type: 403(b)
- Total Participants: 1,984
- Total Assets: $126.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,984 | $126.7M | $0 | $6.2M |
| 2023 | 1,994 | $114.0M | $0 | $5.6M |
| 2022 | 2,005 | $95.4M | $0 | $4.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $48,074 | — | $48,074 |
| TIAA | NONE | $19,069 | — | $19,069 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- TIAA — NONE
- 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: $67,143
- Estimated Expense Ratio: 0.053% 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 | $70,106 | $6,748 | $19,069 | — | — |
| 2023 | $69,041 | $6,670 | $17,996 | — | — |
| 2022 | $49,169 | $49,169 | — | — | — |