# Atlantic Anesthesia, INC. DC Plan
Source: https://planprovider.pro/companies/atlantic-anesthesia-inc-plan-003

> Atlantic Anesthesia, INC.'s DC plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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