Plan Snapshot
- Plan Sponsor: Anesthesiology Services Network Ltd
- Sponsor EIN: 341835062
- Sponsor Address: 1 WYOMING ST, DAYTON, OH, 45409
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $159.4M
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 | 176 | $159.4M | $7.3M | $1.6M |
| 2023 | 145 | $143.8M | $6.3M | $1.7M |
| 2022 | 168 | $122.4M | $6.8M | $1.7M |
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 |
|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | INVESTMENT ADVISOR | $53,973 | — | $53,973 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $35,744 | — | $35,744 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | $18,750 | — | $18,750 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $17,692 | — | $17,692 |
| FLAGEL HUBER FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGANSTANLEYSMITHBARNEYLLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ONEDIGITAL INVESTMENT ADVISORS LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FLAGEL HUBER FLAGEL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,159
- Estimated Expense Ratio: 0.079% 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 | $121,452 | $90,415 | — | — | — |
| 2023 | $126,734 | $12,755 | — | — | — |
| 2022 | $128,455 | $11,863 | — | — | — |