# Anesthesia Associates Of Kansas City, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/anesthesia-associates-of-kansas-city-p-a-401k-plan

> Anesthesia Associates Of Kansas City, P.A.'s 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MIZE HOUSER](https://planprovider.pro/provider/mize-cpas-inc) — 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|—|—|—|

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