Plan Ledger DOL Form 5500 · updated monthly

Unified Women's Healthcare, LLC401(k)

UNIFIED WOMEN'S HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Unified Women's Healthcare, LLC reported $126,407 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,198 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.45% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 543rd-largest of 3,644 plans among Florida employers on file, and the 2,814th of 11,654 in professional & technical services. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has grown from 386 to 750 since 2022.

Plan summary
Net assets, end of year$48,838,053
Participants with balances925
Active participants750
Employer contributions$2,398,411
Employee contributions$4,778,570
Employer contribution per active participant$3,198
Average account balance$52,798
Benefits paid to participants$4,471,721
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE
Plan history3
Yearassets · accounts · employer contribution
2024$48.8M · 925 accts · $2.4M emplr
2023$37.4M · 879 accts · $2.1M emplr
2022$14.8M · 531 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,846
Investment management$18,500
Trustee / custodial$10,061
Total administrative$126,407
The Unified Women's Healthcare, LLC 401(k) match · 2024
Employer contribution per active participant$3,198
Median for plans this size$2,416
2024$3,198 per active participant
2023$3,337 per active participant
2022$3,179 per active participant

Unified Women's Healthcare, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MVP PLAN ADMINISTRATORS, INC · Contract administrator · Recordkeeping$98,056
GORDON ASSET MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$18,500
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Loan processing$10,061

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024MVP PLAN ADMINISTRATORS, INC
2023MVP PLAN ADMINISTRATORS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$126,407 · 0.29%
2023$112,428 · 0.43%
2022$66,932 · 0.45%
Same employer
Similar plansProfessional & Technical Services · Florida
Reliaquest, LLC FL$52.3M · 0.36%
Rogers Towers, P.A. FL$52.2M · 0.14%
Tripp Scott, P.A. FL$52.1M · 0.14%
Accesso, LLC FL$47.8M · 0.39%
Drmp, Inc. FL$45.0M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263930592 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.