Plan Ledger DOL Form 5500 · updated monthly

University Medical Partners, Inc.401(k)

UNIVERSITY MEDICAL PARTNERS, INC. 401(K) PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

University Medical Partners, Inc. reported $183,239 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $32,793 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 0.15% to 0.13%. 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 688th-largest of 9,483 plans among California employers on file, and the 782nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.74 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$152,552,505
Participants with balances434
Active participants299
Employer contributions$9,805,229
Employee contributions$5,620,599
Employer contribution per active participant$32,793
Average account balance$351,503
Benefits paid to participants$5,612,023
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$152.6M · 434 accts · $9.8M emplr
2023$124.0M · 365 accts · $9.3M emplr
2022$102.6M · 373 accts · $9.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,232
Investment management$145,007
Total administrative$183,239
The University Medical Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$32,793
Median for plans this size$3,635
2024$32,793 per active participant
2023$37,999 per active participant
2022$31,344 per active participant

University Medical Partners, Inc.'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 · 20242
THOMAS DOLL · Investment advisory (plan)$145,007
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$38,431

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

Administrative cost history3
2024$183,239 · 0.13%
2023$155,962 · 0.14%
2022$153,975 · 0.15%
Same employer
Similar plansHealth Care & Social Assistance · California
Bass Medical Group, Inc. CA$160.0M · 0.17%
Aids Healthcare Foundation CA$158.6M · 0.13%
Humangood Norcal CA$157.8M · 0.14%
Grail, LLC CA$150.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475149853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.