Plan Snapshot
- Plan Sponsor: Aa Obgyn, PLLC
- Sponsor EIN: 741700873
- Sponsor Address: 12200 RENFERT WAY #100, AUSTIN, TX, 78758
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 242
- Total Assets: $41.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 242 | $41.6M | $0 | $0 |
| 2024 | 183 | $33.8M | $970,237 | $1.1M |
| 2023 | 135 | $27.9M | $857,580 | $901,220 |
| 2022 | 120 | $23.0M | $781,303 | $773,173 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AUSTIN MONEY MANAGEMENT | Investment Advisor | $47,873 | — | $47,873 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $42,283 | — | $42,283 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,594 | — | $8,594 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,750
- Estimated Expense Ratio: 0.237% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $954,171 | $56,467 | — | — | — |
| 2024 | $90,629 | $51,199 | — | $19,900 | — |
| 2023 | $72,288 | $40,893 | — | — | — |
| 2022 | $85,100 | $3,614 | — | — | — |