# Anesthesiology Consultants Exchange, P.C. DC Plan
Source: https://planprovider.pro/companies/anesthesiology-consultants-exchange-p-c-plan-001

> Anesthesiology Consultants Exchange, P.C.'s DC plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$57,733|—|$57,733|

| 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](https://planprovider.pro/provider/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:** $57,733

- **Estimated Expense Ratio:** 0.047% 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|$58,233|—|$80|—|—|

| 2023|$59,591|—|$492|$7,600|—|

| 2022|$61,703|—|$54,303|—|$7,400|

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