Plan Snapshot
- Plan Sponsor: After Hours Pediatrics, PC
- Sponsor EIN: 850481404
- Sponsor Address: 9201 MONTGOMERY BOULEVARD NE, ALBUQUERQUE, NM, 87111
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $9.9M
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 | 112 | $9.9M | $216,034 | $375,155 |
| 2023 | 105 | $8.6M | $202,300 | $293,919 |
| 2022 | 102 | $7.4M | $186,878 | $331,373 |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $21,294 | — | $21,294 |
| MERRILL LYNCH RETIREMENT & BENEFIT | Other Service Provider | $17,395 | — | $17,395 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,689
- Estimated Expense Ratio: 0.392% 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 | $38,689 | $17,395 | $21,294 | — | — |
| 2023 | $34,941 | $14,813 | $20,128 | — | — |
| 2022 | $32,122 | $12,060 | $20,062 | — | — |