Plan Snapshot
- Plan Sponsor: Uwh Of The Carolinas, PLLC
- Sponsor EIN: 320418835
- 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 | 1,171 | $228.4M | $9.5M | $7.8M |
| 2023 | 1,075 | $199.5M | $8.9M | $7.3M |
| 2022 | 1,006 | $159.5M | $8.3M | $6.5M |
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 ADMINISTRATOR'S INC. | Recordkeeper | $157,518 | — | $157,518 |
| GORDON ASSET MANAGEMENT | Investment Advisor | $75,635 | — | $75,635 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $32,734 | — | $32,734 |
| GUARDIAN WEALTH PARTNERS LLP | Investment Advisor | $23,353 | — | $23,353 |
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: $289,240
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 | $10,321,025 | $47,103 | — | — | — |
| 2024 | $289,249 | $98,997 | — | — | — |
| 2023 | $224,092 | $92,268 | $117,281 | — | — |
| 2022 | $212,068 | $92,590 | $116,131 | — | — |