Plan Snapshot
- Plan Sponsor: Anesthesiologists Associated, PC
- Sponsor EIN: 630577011
- Sponsor Address: 3104 BLUE LAKE DRIVE, SUITE 110, BIRMINGHAM, AL, 352431642
- Plan Type: 401(k)
- Total Participants: 411
- Total Assets: $95.5M
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. |
|---|---|---|---|---|
| 2024 | 411 | $95.5M | $5.1M | $5.0M |
| 2023 | 350 | $79.3M | $4.6M | $4.5M |
| 2022 | 325 | $66.4M | $4.2M | $4.1M |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $137,432 | $137,432 | — | — | — |
| 2023 | $105,046 | $105,046 | — | — | — |
| 2022 | $81,263 | $81,263 | — | — | — |