# Associated Surgeons & Physicians, LLC DC Plan
Source: https://planprovider.pro/companies/associated-surgeons-physicians-llc-plan-001

> Associated Surgeons & Physicians, LLC's DC plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baden-gage-and-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|—|—|—|

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