# Aa Obgyn, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/aa-obgyn-pllc-401k-plan

> Aa Obgyn, PLLC's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aa Obgyn, PLLC

- **Sponsor EIN:** 741700873

- **Sponsor Address:** 12200 RENFERT WAY #100, AUSTIN, TX, 78758

- **Plan Type:** 401(k)

- **Total Participants:** 183

- **Total Assets:** $33.8M

## 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.|

| 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|ADVISOR|$44,185|—|$44,185|

| GREERWALKER LLP|ACCOUNTANT/AUDITOR|$19,900|—|$19,900|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,530|—|$19,530|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,014|—|$7,014|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,629

- **Estimated Expense Ratio:** 0.268% 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|

| 2024|$90,629|$51,199|—|$19,900|—|

| 2023|$72,288|$40,893|—|—|—|

| 2022|$85,100|$3,614|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aa-obgyn-pllc-401k-plan)

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