Plan Snapshot
- Plan Sponsor: American College Of Emergency Physicians
- Sponsor EIN: 381888798
- Sponsor Address: 4950 W ROYAL LANE, IRVING, TX, 750632524
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $42.5M
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 | 139 | $42.5M | $957,842 | $1.2M |
| 2023 | 144 | $42.6M | $1.2M | $1.3M |
| 2022 | 214 | $36.1M | $1.6M | $1.3M |
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 | $51,862 | — | $51,862 |
| OSAIC WEALTH, INC. | INVESTMENT ADVISORY | — | $40,942 | $40,942 |
| WOODBURY FINANCIAL SVCS | INVESTMENT ADVISORY | — | $17,957 | $17,957 |
| LANE GORMAN TRUBITT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — INVESTMENT ADVISORY
- LANE GORMAN TRUBITT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,761
- Estimated Expense Ratio: 0.261% 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 | $51,863 | — | $51,863 | — | — |
| 2023 | $53,056 | — | $53,056 | — | — |
| 2022 | $50,434 | — | $50,434 | — | — |