Plan Snapshot
- Plan Sponsor: Associated Surgeons & Physicians, LLC
- Sponsor EIN: 263512835
- Sponsor Address: 2518 E DUPONT ROAD, FORT WAYNE, IN, 46825
- Plan Type: DC
- Total Participants: 160
- Total Assets: $35.4M
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 | 160 | $35.4M | $371,444 | $961,114 |
| 2023 | 155 | $34.2M | $393,958 | $903,077 |
| 2022 | 164 | $32.1M | $444,129 | $1.0M |
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 |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP, L | CONSULTANT | $47,573 | — | $47,573 |
| BADEN, GAGE & SCHROEDER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN, GAGE & SCHROEDER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,573
- Estimated Expense Ratio: 0.135% 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 | $16,919 | — | — | — | — |
| 2023 | $44,448 | — | — | — | — |
| 2022 | $55,511 | $1,750 | — | — | — |