Plan Snapshot
- Plan Sponsor: Aesthetic Surgery Associates, LLP
- Sponsor EIN: 470907637
- Sponsor Address: 250 CETRONIA ROAD, ALLENTOWN, PA, 18104
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 24
- Total Assets: $47,509
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 24 | $47,509 | $0 | $0 |
| 2024 | 26 | $50,082 | $197,856 | $69,624 |
| 2023 | 38 | $36,991 | $11,710 | $4,445 |
| 2022 | 39 | $5,758 | $153,491 | $57,446 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $22,095 | — | $22,095 |
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $18,124 | — | $18,124 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,219
- Estimated Expense Ratio: 84.656% 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 | $244,951 | — | — | — | — |
| 2024 | $327,070 | — | — | — | — |
| 2023 | -$14,369 | — | — | — | — |
| 2022 | $270,995 | — | — | — | — |