Plan Snapshot
- Plan Sponsor: Atlantic Anesthesia, INC.
- Sponsor EIN: 541855514
- Sponsor Address: 134 BUSINESS PARK DRIVE, VIRGINIA BEACH, VA, 234626523
- Plan Type: DC
- Total Participants: 125
- Total Assets: $51.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $51.9M | $900,211 | $2.2M |
| 2023 | 136 | $49.0M | $856,839 | $2.1M |
| 2022 | 135 | $40.8M | $846,322 | $2.2M |
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 |
|---|---|---|---|---|
| CERITY PARTNERS | PARTY-IN-INTEREST | $61,792 | — | $61,792 |
| MORRIS & WELLS WEALTH MANAGEMENT | PARTY-IN-INTEREST | $60,447 | — | $60,447 |
| FINANCIAL SECURITY ADVISORY, INC. | PARTY-IN-INTEREST | $11,961 | — | $11,961 |
| WALL, EINHORN & CHERNITZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORRIS & WELLS WEALTH MANAGEMENT — PARTY-IN-INTEREST
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,200
- Estimated Expense Ratio: 0.258% 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 | $141,147 | $141,147 | — | — | — |
| 2023 | $114,731 | $114,731 | — | — | — |
| 2022 | $117,887 | $117,887 | — | — | — |