# American Academy Of Physician Associates 401(k) Plan
Source: https://planprovider.pro/companies/american-academy-of-physician-associates-401k-plan

> American Academy Of Physician Associates's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Academy Of Physician Associates

- **Sponsor EIN:** 237067770

- **Sponsor Address:** 2318 MILL RD., STE 300, ALEXANDRIA, VA, 223146868

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

- **Total Participants:** 112

- **Total Assets:** $20.6M

## 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|$20.6M|$428,008|$1.1M|

| 2023|110|$17.9M|$399,224|$1.0M|

| 2022|102|$16.7M|$350,184|$954,194|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$43,174|—|$43,174|

| MERRILL LYNCH PIERCE FENNER & SMITH|CONSULTANT|$38,015|$22|$38,037|

| DSR CPA AND CONSULTANTS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DSR CPA AND CONSULTANTS](https://planprovider.pro/provider/dsr-cpa-and-consultants-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,211

- **Estimated Expense Ratio:** 0.395% 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|$81,200|$19,013|$43,174|—|—|

| 2023|$72,526|$17,135|$38,256|—|—|

| 2022|$69,980|$16,943|$36,094|—|$16,943|

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