Plan Ledger DOL Form 5500 · updated monthly

Uwh of the Carolinas, PLLC401(k)

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

Reported admin expense ratio · 2024
0.14%

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

Uwh of the Carolinas, PLLC reported $289,249 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $8,109 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 rose from 0.13% to 0.14%. 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 162nd-largest of 3,644 plans among Florida employers on file, and the 592nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.21 for every $1.00 employees contributed themselves; active participation has grown from 1,006 to 1,171 since 2022.

Plan summary
Net assets, end of year$228,376,286
Participants with balances1,573
Active participants1,171
Employer contributions$9,495,482
Employee contributions$7,816,712
Employer contribution per active participant$8,109
Average account balance$145,185
Benefits paid to participants$14,053,072
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $2.5M emplr
2024$228.4M · 1,573 accts · $9.5M emplr
2023$199.5M · 1,587 accts · $8.9M emplr
2022$159.5M · 1,400 accts · $8.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$157,518
Investment management$98,997
Trustee / custodial$32,734
Total administrative$289,249
The Uwh of the Carolinas, PLLC 401(k) match · 2024
Employer contribution per active participant$8,109
Median for plans this size$3,635
2024$8,109 per active participant
2023$8,283 per active participant
2022$8,274 per active participant

Uwh of the Carolinas, 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 · 20244
MVP PLAN ADMINISTRATOR'S INC. · Contract administrator · Recordkeeping$157,518
GORDON ASSET MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$75,635
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Loan processing$32,734
GUARDIAN WEALTH PARTNERS LLP · Investment advisory (participants) · Investment advisory (plan)$23,353

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 ADMINISTRATOR'S INC.
2024MVP PLAN ADMINISTRATOR'S INC.
2023MVP PLAN ADMINISTRATOR'S INC.

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Administrative cost history4
2025Not separately reported
2024$289,249 · 0.14%
2023$224,092 · 0.12%
2022$212,068 · 0.13%
Similar plansHealth Care & Social Assistance · Florida
Gastro Health, LLC FL$264.2M · 0.27%
Florida Woman Care, LLC FL$254.8M · 0.16%
Florida Medical Clinic, LLC FL$228.7M · 0.07%
Chenmed, LLC FL$217.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320418835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.