# Associates In Anesthesia, INC. 401(k) Plan
Source: https://planprovider.pro/companies/associates-in-anesthesia-inc-401k-plan

> Associates In Anesthesia, INC.'s 401(k) plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| O'BRIEN GREENE & CO INC|ADVISOR|$213,306|—|$213,306|

| NEWPORT GROUP, INC.|RECORD KEEPER|$23,089|—|$23,089|

| 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](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $236,395

- **Estimated Expense Ratio:** 0.500% 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|$236,395|$213,306|$23,089|—|—|

| 2023|$232,954|$196,425|$16,655|—|—|

| 2022|$214,379|$194,728|$19,651|—|—|

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