# University Physicians & Surgeons, INC. DC Plan
Source: https://planprovider.pro/companies/university-physicians-surgeons-inc-plan-002

> University Physicians & Surgeons, INC.'s DC plan: 1,754 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Physicians & Surgeons, INC.

- **Sponsor EIN:** 550564945

- **Sponsor Address:** 1600 MEDICAL CENTER DRIVE, HUNTINGTON, WV, 257013655

- **Plan Type:** DC

- **Total Participants:** 1,754

- **Total Assets:** $106.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,754|$106.9M|$6.9M|$0|

| 2023|2,089|$93.4M|$6.0M|$0|

| 2022|2,135|$80.1M|$6.1M|$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|

| TIAA-TEACHERS INSURANCE AND ANNUITY|NONE|$25,515|—|$25,515|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,515

- **Estimated Expense Ratio:** 0.024% 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|$25,515|—|$25,515|—|—|

| 2023|$27,454|—|$27,454|—|—|

| 2022|$31,311|—|$31,311|—|—|

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