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Original filing (PDF)20250415141536NAL0001464851001
UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C.
Form 5500
FILING_RECEIVED
UMA RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,775
Accounts w/ balance
3,613
Plan assets (EOY)
$756.3M
Net assets (EOY)
$756.3M
How this plan invests
This plan
30 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C..
Plan sponsor
Name
UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C.
EIN
57-0935917
Address
1 SOUTH PARK CIRCLE · SUITE SG102 · CHARLESTON, SC · 29407
Phone
(843) 852-3100
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $325K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $177K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $56K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
30 pooled funds· $592.6M(78% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | $104.9M | 13.9% |
| T. ROWE PRICE RETIREMENT 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | $97.1M | 12.8% |
| T. ROWE PRICE RETIREMENT 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | $92.6M | 12.2% |
| T. ROWE PRICE RETIREMENT 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | $76.0M | 10.0% |
| T. ROWE PRICE RETIREMENT 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | $59.4M | 7.9% |
| T. ROWE PRICE RETIREMENT 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | $38.5M | 5.1% |
| T. ROWE PRICE RETIREMENT 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | $33.2M | 4.4% |
| T. ROWE PRICE RETIREMENT 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | $20.9M | 2.8% |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR · EIN 84-4022934 / PN 001 | Common Collective Trust | $14.5M | 1.9% |
| PUTNAM STABLE VALUE PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $14.0M | 1.9% |
| T. ROWE PRICE RETIREMENT 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 202 | Common Collective Trust | $12.4M | 1.6% |
| T. ROWE PRICE RETIREMENT 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | $9.3M | 1.2% |
| T. ROWE PRICE RETIREMENT 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | $7.6M | 1.0% |
| GREAT GRAY EUROPACIFIC CT GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | $7.0M | 0.9% |
| T. ROWE PRICE RETIREMENT 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 012 | Common Collective Trust | $3.5M | 0.5% |
| T. ROWE PRICE RETIREMENT 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | $1.7M | 0.2% |
| RITC INVESTMENT CONTRACT FUND A RITC RETIREMENT FUND · EIN 91-1117282 / PN 012 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2015 J T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2065 J T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2060 J T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2055 J T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2050 J T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2045 J T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2040 J T. ROWE PRICE TRUST COMPANY · EIN 35-6942729 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2035 J T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2030 J T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2025 J T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2020 J T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2010 J T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | $0 | <0.1% |
| T. ROWE PRICE RETIREMENT 2005 J T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | $0 | <0.1% |