Plan Ledger DOL Form 5500 · updated monthly

Union Associated Physicians Clinic, LLC401(k)

UAP CLINIC RETIREMENT PLAN · TERRE HAUTE, IN · plan year 2024

Reported admin expense ratio · 2024
0.07%

Union Associated Physicians Clinic, LLC reported $40,758 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. 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 0.10% to 0.07%. 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 243rd-largest of 1,562 plans among Indiana employers on file, and the 1,580th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$61,221,904
Participants with balances431
Active participants607
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$142,046
Benefits paid to participants$4,299,593
Plan auditUnmodified (clean) audit opinion
AuditorSACKRIDER & COMPANY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$61.2M · 431 accts
2023$60.0M · 482 accts
2022$54.9M · 529 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,469
Investment management$19,195
Total administrative$40,758
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 · 20242
FID INV INST OPS CO · Contract administrator · Recordkeeping$15,405
AXIA ADVISORY CORPORATION · Investment advisory (plan) · Investment management$26,289

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

Recordkeeper by year2
2024Fidelity
2023Fidelity

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

Administrative cost history3
2024$40,758 · 0.07%
2023$50,584 · 0.09%
2022$64,195 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Elkhart Clinic, LLC IN$67.2M · 0.12%
First Urology P.S.C. IN$63.5M · 0.39%
Urology of Indiana, LLC IN$60.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270581401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.