Plan Snapshot
- Plan Sponsor: Anesthesiology Consultants Exchange, P.C.
- Sponsor EIN: 621445498
- Sponsor Address: 979 EAST THIRD STREET, CHATTANOOGA, TN, 37403
- Plan Type: DC
- Total Participants: 165
- Total Assets: $122.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $122.2M | $2.5M | $2.7M |
| 2023 | 157 | $117.2M | $1.5M | $2.4M |
| 2022 | 163 | $98.7M | $1.3M | $2.4M |
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 |
|---|---|---|---|---|
| JASON UNDERWOOD CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JASON UNDERWOOD CPA, PLLC — 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 | $58,233 | — | $80 | — | — |
| 2023 | $59,591 | — | $492 | $7,600 | — |
| 2022 | $61,703 | — | $54,303 | — | $7,400 |