Plan Snapshot
- Plan Sponsor: American Surgical Assistants INC.
- Sponsor EIN: 300213088
- Sponsor Address: 7324 SOUTHWEST FREEWAY, SUITE 1550, HOUSTON, TX, 77074
- Plan Type: 401(k)
- Total Participants: 678
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 678 | $14.7M | $435,253 | $2.4M |
| 2022 | 1,413 | $11.7M | $717,269 | $3.4M |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2023 | $32,423 | $1,883 | $30,540 | — | — |
| 2022 | $26,055 | $596 | $25,459 | — | — |