Plan Snapshot
- Plan Sponsor: Uptown Providers PC Dba Afc Urgent Care
- Sponsor EIN: 453966557
- Sponsor Address: 8060 SW PFAFFE ST., #106, TIGARD, OR, 97223
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 115
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 115 | $0 | $0 | $0 |
| 2024 | 112 | $0 | $0 | $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 |
|---|---|---|---|---|
| PROVIDENCE HEALTH PLAN | Other Service Provider | $55,267 | — | $55,267 |
| DWS HOLDINGS DBA PINNACLE PEAK ADMI | Recordkeeper | $50,264 | — | $50,264 |
| MARSH & MCLENNAN AGENCY | Investment Advisor | $29,287 | — | $29,287 |
| AMERITAS LIFE INSURANCE CORP. | Recordkeeper | $8,466 | — | $8,466 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,284
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |