Plan Snapshot
- Plan Sponsor: Uvp Management, LLC
- Sponsor EIN: 814935409
- Sponsor Address: 2651 NORTH HARWOOD STREET, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 1,459
- Total Assets: $92.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,459 | $92.5M | $1.1M | $8.1M |
| 2023 | 1,438 | $76.3M | $786,918 | $6.6M |
| 2022 | 1,035 | $52.2M | $655,832 | $4.9M |
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 |
|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | Investment Advisor | $110,105 | — | $110,105 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $94,554 | — | $94,554 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,842 | — | $8,842 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $213,501
- Estimated Expense Ratio: 0.231% 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 | $212,921 | $118,947 | — | — | — |
| 2023 | $152,712 | $85,844 | — | — | — |
| 2022 | $142,017 | $2,666 | — | — | — |