Plan Ledger DOL Form 5500 · updated monthly

Urgent Cares of America Holdings, LLC401(k)

URGENT CARES OF AMERICA HOLDINGS, LLC 401(K) PLAN · RALEIGH, NC · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Urgent Cares of America Holdings, LLC reported $56,136 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,954 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 0.18% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 490th-largest of 2,005 plans among North Carolina employers on file, and the 2,423rd of 11,911 in health care & social assistance. In 2023, employees put in $2.17 for every $1.00 the employer contributed; active participation has shrunk from 1,797 to 1,286 since 2022.

Plan summary
Net assets, end of year$35,864,152
Participants with balances949
Active participants1,286
Employer contributions$2,512,768
Employee contributions$5,447,776
Employer contribution per active participant$1,954
Average account balance$37,792
Benefits paid to participants$7,379,779
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.6M · 744 accts · $1.1M emplr
2023$35.9M · 949 accts · $2.5M emplr
2022$29.0M · 1,069 accts · $2.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,575
Investment management$36,000
Trustee / custodial$1,472
Total administrative$56,136
The Urgent Cares of America Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$1,954
Median for plans this size$2,440
2024$650 per active participant
2023$1,954 per active participant
2022$1,460 per active participant

Urgent Cares of America Holdings, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$27,000
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed) · Loan processing$20,136
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$9,000

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$48,582 · 0.14%
2023$56,136 · 0.17%
2022$53,411 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Raleigh Medical Group, P.A. NC$35.0M · 0.26%
Harnett Health System, Inc. NC$33.8M · 0.16%
Goldsboro Pediatrics, P.A. NC$33.4M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273622335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.