Retirement plan

UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN

Name: UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC - UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN, UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC

UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLCEIN 61-1744250Plan #001PY 2025

4010 W. BOY SCOUT BLVD, SUITE 500 - TAMPA, FL 33607561-300-2410LinkedIn201-500 employeesmedical practice

Prospect flagsRecently cancelled planLow returnsFailed to transmit contributionsCorrective distributionsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2024

Total participants

-100.0% from 2024

Average account balance

-100.0% from 2024

Annual return

-102.76%

-122.82 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-102.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MVP PLAN ADMINISTRATORS, INC.9 years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714	Contract Administrator	$65,234
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$18,007
GORDON ASSET MANAGEMENT9 years Service code 26 · EIN 42-1582751	Advisory (Participants)	$13,875

Plan features & details

Pension benefit codes2A2E2F2G2J2T2S3D2K3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

5 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$97K

Recordkeeping$65K67.2%
Trustee / custodial$18K18.5%
Investment mgmt$14K14.3%

% of EOY assets

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SORREN CPAS, P.C.
Auditor EIN: 990658768
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$174,379-100.0%

$152,093-100.0%

$138,895-100.0%

Participation rate

0.0%

81.6%-81.6pp

77.8%-77.8pp

79.9%-79.9pp

Annual return

-102.76%

74.86%-177.6pp

66.36%-169.1pp

145.39%-248.2pp

Employer contribution / active EE

$4,652-100.0%

$4,175-100.0%

$4,194-100.0%

Participant deferral / active EE

$6,159-100.0%

$5,451-100.0%

$6,396-100.0%

Admin fee / account holder

$16,880-100.0%

$14,497-100.0%

$12,562-100.0%

Provider

Service type

Compensation

MVP PLAN ADMINISTRATORS, INC.9 years

Filed as: MVP PLAN ADMINISTRATORS, INC

Service code 13 · EIN 56-2263714

Contract Administrator

$65,234

CHARLES SCHWAB & CO., INC.6 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$18,007

GORDON ASSET MANAGEMENT9 years

Service code 26 · EIN 42-1582751

Advisory (Participants)

$13,875

UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion