# University Of Virginia Physicians Group 403(b) Plan
Source: https://planprovider.pro/companies/university-of-virginia-physicians-group-403b-plan

> University Of Virginia Physicians Group's 403(b) plan: 1,984 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 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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-of-virginia-physicians-group-403b-plan)

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