# Uwh Of Michigan 401(k) Plan
Source: https://planprovider.pro/companies/uwh-of-michigan-401k-plan

> Uwh Of Michigan's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Uwh Of Michigan

- **Sponsor EIN:** 874360568

- **Sponsor Address:** 4010 W. BOY SCOUT BLVD, TAMPA, FL, 33607

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

- **Total Participants:** 177

- **Total Assets:** $28.5M

## 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|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|$5,763|—|$5,763|

| WILLIAMS OVERMAN PIERCE|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GORDON ASSET MANAGEMENT](https://planprovider.pro/provider/gordon-asset-management-llc) — INVESTMENT ADVISOR

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,789

- **Estimated Expense Ratio:** 0.188% 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|$53,789|$18,750|—|—|—|

| 2023|$63,760|$18,750|$41,423|—|—|

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