Plan Snapshot
- Plan Sponsor: Associates In Anesthesia, INC.
- Sponsor EIN: 231633403
- Sponsor Address: 30 MEDICAL CENTER BLVD., UPLAND, PA, 19013
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $47.3M
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 | 153 | $47.3M | $1.3M | $1.4M |
| 2023 | 96 | $40.9M | $1.1M | $1.2M |
| 2022 | 92 | $38.9M | $1.1M | $942,066 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — 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 | $236,395 | $213,306 | $23,089 | — | — |
| 2023 | $232,954 | $196,425 | $16,655 | — | — |
| 2022 | $214,379 | $194,728 | $19,651 | — | — |