Plan Snapshot
- Plan Sponsor: Anesthesia Associates Of Kansas City, P.A.
- Sponsor EIN: 430975680
- Sponsor Address: 8717 WEST 110TH ST. STE 600, OVERLAND PARK, KS, 66210
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $180.7M
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. |
|---|---|---|---|---|
| 2024 | 239 | $180.7M | $5.9M | $3.6M |
| 2023 | 260 | $163.3M | $6.4M | $3.3M |
| 2022 | 275 | $142.7M | $6.7M | $3.3M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | NONE | $138,503 | — | $138,503 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $63,955 | — | $63,955 |
| CANVAS WEALTH ADVISORS LLC | NONE | $45,835 | — | $45,835 |
| PRIME CAPITAL INVESTMENT ADVIS | NONE | $13,915 | — | $13,915 |
| ONEDIGITAL INVESTMENT ADVISORS | NONE | $12,469 | — | $12,469 |
| FISHER INVESTMENTS | NONE | $10,966 | — | $10,966 |
| RUBINBROWN ADVISORS LLC | NONE | $6,269 | — | $6,269 |
| MIZE HOUSER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — NONE
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- ONEDIGITAL INVESTMENT ADVISORS — NONE
- FISHER INVESTMENTS — NONE
- MIZE HOUSER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $291,912
- Estimated Expense Ratio: 0.162% 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 | $312,157 | $248,217 | — | — | — |
| 2023 | $275,440 | $209,314 | — | — | — |
| 2022 | $282,858 | $210,042 | — | — | — |