Plan Snapshot
- Plan Sponsor: Upperline Health, INC.
- Sponsor EIN: 814298671
- Sponsor Address: 4101 CHARLOTTE AVE STE F185, NASHVILLE, TN, 37209
- Plan Type: 401(k)
- Total Participants: 916
- Total Assets: $35.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 916 | $35.9M | $1.4M | $3.4M |
| 2023 | 979 | $21.0M | $1.1M | $3.1M |
| 2022 | 877 | $17.0M | $775,763 | $2.3M |
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 |
|---|---|---|---|---|
| FRAZIER & DEETER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRAZIER & DEETER — 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 | $27,277 | $11,827 | $13,600 | — | — |
| 2023 | $16,421 | — | — | — | — |
| 2022 | $16,062 | — | — | — | — |