Plan Snapshot
- Plan Sponsor: Us Fertility Holdings, LLC
- Sponsor EIN: 851687446
- Sponsor Address: 9600 BLACKWELL RD., ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,449
- Total Assets: $224.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,449 | $224.8M | $0 | $0 |
| 2024 | 2,854 | $179.7M | $6.9M | $15.1M |
| 2023 | 2,184 | $115.2M | $4.4M | $12.9M |
| 2022 | 2,014 | $86.4M | $3.6M | $10.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $487,206 | — | $487,206 |
| FRANK PENSION CONSULTANTS, LTD. | Recordkeeper | $73,427 | $24,405 | $97,832 |
| MERCER | Other Service Provider | — | $63,191 | $63,191 |
| CASSELL PLAN AUDITS, INC. | Other Service Provider | — | $13,500 | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $661,729
- Estimated Expense Ratio: 0.294% 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 |
|---|---|---|---|---|---|
| 2025 | $15,848,197 | — | — | — | — |
| 2024 | $400,640 | — | $400,640 | — | — |
| 2023 | $346,575 | — | — | — | — |
| 2022 | $275,925 | — | — | — | $275,925 |