# Urgent Care Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/urgent-care-group-llc-401k-plan

> Urgent Care Group, LLC's 401(k) plan: 1,097 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Urgent Care Group, LLC

- **Sponsor EIN:** 821794761

- **Sponsor Address:** 216 CENTERVIEW DR., BRENTWOOD, TN, 37027

- **Plan Type:** 401(k)

- **Total Participants:** 1,097

- **Total Assets:** $35.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,097|$35.1M|$1.1M|$4.2M|

| 2023|1,063|$28.6M|$1.3M|$3.7M|

| 2022|917|$22.3M|$1.2M|$1.8M|

## 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|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$174,189|—|$174,189|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,189

- **Estimated Expense Ratio:** 0.496% 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|$293,678|—|$293,678|—|—|

| 2023|$291,547|—|$162,311|—|—|

| 2022|$121,151|—|—|—|$121,151|

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