Plan Snapshot
- Plan Sponsor: University Of Virginia Physicians Group
- Sponsor EIN: 541124769
- Sponsor Address: 100 AVON ST, CHARLOTTESVILLE, VA, 22902
- Plan Type: DB
- Total Participants: 447
- Total Assets: $223.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 447 | $223.2M | $8.6M | $0 |
| 2023 | 465 | $214.6M | $9.4M | $0 |
| 2022 | 505 | $184.9M | $13.3M | $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 |
|---|---|---|---|---|
| AON HEWITT ASSOCIATES LLC | NONE | $443,078 | — | $443,078 |
| VANGUARD ADVISORS INC. | NONE | $147,889 | — | $147,889 |
| PRINCIPAL CUSTODY SOLUTIONS | NONE | $107,061 | — | $107,061 |
| MCGUIREWOODS LLP | NONE | $39,173 | — | $39,173 |
| ALIGHT SOLUTIONS LLC | NONE | $23,100 | — | $23,100 |
| BDO USA, P.C. | NONE | $12,661 | — | $12,661 |
| VANGUARD FIDUCIARY TRUST COMPANY | NONE | $10,168 | — | $10,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON HEWITT ASSOCIATES LLC — NONE
- VANGUARD ADVISORS INC. — NONE
- PRINCIPAL CUSTODY SOLUTIONS — NONE
- MCGUIREWOODS LLP — NONE
- ALIGHT SOLUTIONS LLC — NONE
- BDO USA, P.C. — NONE
- VANGUARD FIDUCIARY TRUST COMPANY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $783,130
- Estimated Expense Ratio: 0.351% 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 | $855,284 | $147,889 | $23,100 | $12,661 | — |
| 2023 | $847,013 | $143,463 | $68,864 | — | — |
| 2022 | $536,448 | $251,805 | — | — | $213,979 |