Plan Snapshot
- Plan Sponsor: Uwh Of Michigan
- Sponsor EIN: 874360568
- Sponsor Address: 4010 W. BOY SCOUT BLVD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 177 | $28.5M | $612,336 | $950,299 |
| 2023 | 102 | $23.4M | $458,839 | $750,426 |
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 |
|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | Recordkeeper | $29,276 | — | $29,276 |
| GORDON ASSET MANAGEMENT | Investment Advisor | $18,750 | — | $18,750 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $5,763 | — | $5,763 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORDON ASSET MANAGEMENT — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,789
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 | $822,889 | $13,875 | — | — | — |
| 2024 | $53,789 | $18,750 | — | — | — |
| 2023 | $63,760 | $18,750 | $41,423 | — | — |