Plan Snapshot
- Plan Sponsor: Anesthesia Associates Of Ann Arbor PLLC
- Sponsor EIN: 381879370
- Sponsor Address: 2006 HOGBACK ROAD, ANN ARBOR, MI, 481059750
- Plan Type: DC
- Total Participants: 188
- Total Assets: $135.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 188 | $135.5M | $3.3M | $2.7M |
| 2023 | 227 | $122.5M | $3.1M | $2.5M |
| 2022 | 152 | $108.0M | $2.9M | $2.2M |
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 |
|---|---|---|---|---|
| PLANTE AND MORAN, PLLC | Auditor | $9,395 | — | $9,395 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,395
- Estimated Expense Ratio: 0.007% 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 | $65,452 | $42,086 | — | $9,395 | — |
| 2023 | $66,666 | $42,973 | — | $8,542 | — |
| 2022 | $60,790 | $34,916 | — | — | $7,238 |