# American Surgical Assistants INC. 401(k) Plan
Source: https://planprovider.pro/companies/american-surgical-assistants-inc-401k-plan

> American Surgical Assistants INC.'s 401(k) plan: 678 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

| ALLIANCE BENEFIT GROUP OF HOUSTON|CONTRACT ADMIN|$45,426|$12,422|$57,848|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$21,674|—|$21,674|

| ROBERTSON & ROBERTSON, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ROBERTSON & ROBERTSON, PLLC](https://planprovider.pro/provider/robertson-and-robertson-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,522

- **Estimated Expense Ratio:** 0.539% 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|

| 2023|$32,423|$1,883|$30,540|—|—|

| 2022|$26,055|$596|$25,459|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/american-surgical-assistants-inc-401k-plan)

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