Plan Ledger DOL Form 5500 · updated monthly

Universal Healthcare Services, Inc.401(k)

UNIVERSAL HEALTHCARE SERVICES, INC. 401K PLAN · BAKERSFIELD, CA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Universal Healthcare Services, Inc. reported $17,968 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.52% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,710th of 9,483), and 9,053rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,282,648
Participants with balances165
Active participants209
Employer contributions$0
Employee contributions$79,895
Employer contribution per active participant$0
Average account balance$19,895
Benefits paid to participants$226,605
Plan auditUnmodified (clean) audit opinion
AuditorDANIELLS PHILLIPS VAUGHAN & BOCK
Plan history2
Yearassets · accounts · employer contribution
2024$3.3M · 165 accts
2023$3.2M · 206 accts · $505K emplr
The Universal Healthcare Services, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Universal Healthcare Services, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$17,968
PRINCIPAL SECURITIES INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024$17,968 · 0.55%
2023$14,527 · 0.52%
Similar plansHealth Care & Social Assistance · California
Telehealth Services USA CA$3.4M · 0.69%
Center Point Inc. CA$3.3M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 711031193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.