Plan Snapshot
- Plan Sponsor: Anesthesia Associates Of Boise
- Sponsor EIN: 820297906
- Sponsor Address: 2537 WEST STATE STREET, BOISE, ID, 83702
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $95.6M
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 | 161 | $95.6M | $4.9M | $3.0M |
| 2023 | 146 | $81.2M | $4.2M | $2.7M |
| 2022 | 138 | $66.9M | $3.8M | $2.3M |
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 |
|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | NONE | $44,312 | — | $44,312 |
| HEADWATERS WEALTH MANAGMENT | NONE | $43,720 | — | $43,720 |
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,032
- Estimated Expense Ratio: 0.092% 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 | $88,031 | $43,719 | — | — | — |
| 2023 | $99,666 | $63,390 | — | — | — |
| 2022 | $50,909 | $50,909 | — | — | — |