Plan Snapshot
- Plan Sponsor: Urgent Cares Of America Holdings, LLC
- Sponsor EIN: 273622335
- Sponsor Address: 107 W.. HARGETT, RALEIGH, NC, 27601
- Plan Type: 401(k)
- Total Participants: 1,717
- Total Assets: $33.6M
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 | 1,717 | $33.6M | $1.1M | $2.4M |
| 2023 | 1,286 | $35.9M | $2.5M | $5.4M |
| 2022 | 1,797 | $29.0M | $2.6M | $5.7M |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $36,000 | — | $36,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $12,582 | — | $12,582 |
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ASSURANCE DIMENSIONS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,582
- Estimated Expense Ratio: 0.144% 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 | $48,582 | $36,000 | — | — | — |
| 2023 | $56,136 | $36,000 | — | — | — |
| 2022 | $53,411 | — | — | — | — |