Plan Ledger DOL Form 5500 · updated monthly

Unified Women's Healthcare of Texas, PLLC401(k)

UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN · BOCA RATON, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Unified Women's Healthcare of Texas, PLLC reported $148,805 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $6,863 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 0.22% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 359th-largest of 3,644 plans among Florida employers on file, and the 1,205th of 11,911 in health care & social assistance. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has grown from 505 to 712 since 2022.

Plan summary
Net assets, end of year$87,891,642
Participants with balances978
Active participants712
Employer contributions$4,886,312
Employee contributions$4,868,025
Employer contribution per active participant$6,863
Average account balance$89,869
Benefits paid to participants$4,523,287
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $1.5M emplr
2024$87.9M · 978 accts · $4.9M emplr
2023$68.9M · 983 accts · $4.7M emplr
2022$43.3M · 771 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,909
Investment management$18,750
Trustee / custodial$15,146
Total administrative$148,805
The Unified Women's Healthcare of Texas, PLLC 401(k) match · 2024
Employer contribution per active participant$6,863
Median for plans this size$3,635
2024$6,863 per active participant
2023$6,937 per active participant
2022$7,616 per active participant

Unified Women's Healthcare of Texas, PLLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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$114,909
GORDON ASSET MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$18,750
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Loan processing$15,146

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

Recordkeeper by year3
2025MVP PLAN ADMINISTRATORS, INC
2024MVP PLAN ADMINISTRATORS, INC
2023MVP PLAN ADMINISTRATORS, INC

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Administrative cost history4
2025Not separately reported
2024$148,805 · 0.19%
2023$109,806 · 0.20%
2022$98,373 · 0.22%
Similar plansHealth Care & Social Assistance · Florida
One Call Corporation FL$97.7M · 0.39%
Kidz Medical Services, Inc. FL$90.7M · 0.23%
Bond & Steele Clinic, P.A. FL$89.6M · 0.01%
Atlantic Dental Care, PLC FL$89.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611744250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.