Plan Snapshot
- Plan Sponsor: Anesthesia Practice Consultants, P.C.
- Sponsor EIN: 275332559
- Sponsor Address: 3333 EVERGREEN DRIVE NE, GRAND RAPIDS, MI, 49525
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $188.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 272 | $188.0M | $7.9M | $4.2M |
| 2023 | 284 | $171.1M | $7.6M | $4.0M |
| 2022 | 256 | $145.7M | $6.9M | $3.6M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC | INVESTMENT ADVISOR | $96,963 | — | $96,963 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $88,846 | — | $88,846 |
| CHARLES SCHWAB & CO., INC, | BROKERAGE SERVICES | $20,651 | — | $20,651 |
| HUNGERFORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO., INC, — BROKERAGE SERVICES
- HUNGERFORD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $206,460
- Estimated Expense Ratio: 0.110% 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 | $206,460 | $96,963 | — | — | — |
| 2023 | $101,252 | $98,871 | — | — | — |
| 2022 | $174,522 | $174,522 | — | — | — |