Plan Snapshot
- Plan Sponsor: Aesthetic Center For Plastic Surgery, L.L.P.
- Sponsor EIN: 760522509
- Sponsor Address: 12727 KIMBERLY LANE, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 104 | $8.0M | $662,768 | $459,462 |
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 |
|---|---|---|---|---|
| ASCENSION CAPITAL ADVISORS | Investment Advisor | $13,554 | — | $13,554 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $9,336 | — | $9,336 |
| CREATIVE PLANNING | Investment Advisor | $5,953 | — | $5,953 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- CREATIVE PLANNING — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,843
- Estimated Expense Ratio: 0.361% 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 | $49,831 | — | $49,831 | — | — |