Plan Snapshot
- Plan Sponsor: Anesthesia Associates, P.L.L.
- Sponsor EIN: 340894140
- Sponsor Address: 17074 RACCOON TRAIL, STRONGSVILLE, OH, 44136
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 18 | $3.3M | $0 | $0 |
| 2023 | 22 | $48.7M | $1.1M | $341,007 |
| 2022 | 104 | $47.6M | $2.3M | $818,726 |
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 |
|---|---|---|---|---|
| ZABARSKY & ASSOCIATES, LLC | Recordkeeper | $81,789 | — | $81,789 |
| COOKSON PEIRCE & CO. INC | Investment Advisor | $43,920 | — | $43,920 |
| MEADEN & MOORE, LTD | Auditor | $39,000 | — | $39,000 |
| CARNEGIE CAPITAL ASSET | Investment Advisor | $19,191 | — | $19,191 |
| HAZLETT, BURT AND WATSON | Investment Advisor | $13,447 | — | $13,447 |
| CHARLES SCHWAB & CO., INC. | Custodian / Trustee | $6,023 | — | $6,023 |
| REGAL INVESTMENT ADVISORS LLC | Investment Advisor | $5,166 | — | $5,166 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE, LTD — Auditor
- CHARLES SCHWAB & CO., INC. — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,536
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | $215,134 | $93,513 | — | $39,000 | — |
| 2023 | $157,130 | $131,100 | — | — | — |
| 2022 | $136,904 | $136,904 | — | — | — |