Plan Snapshot
- Plan Sponsor: Bel-Park Anesthesia Associates, INC.
- Sponsor EIN: 341039898
- Sponsor Address: 4135 BOARDMAN CANFIELD RD, STE 101, CANFIELD, OH, 444069803
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $57.3M
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 | 105 | $57.3M | $1.3M | $1.6M |
| 2023 | 130 | $59.8M | $1.5M | $1.5M |
| 2022 | 129 | $58.9M | $1.4M | $1.4M |
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 |
|---|---|---|---|---|
| COHEN AND COMPANY LTD | Auditor | $19,302 | — | $19,302 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,302
- Estimated Expense Ratio: 0.034% 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 | $19,375 | — | — | $19,302 | — |
| 2023 | $22,190 | $22,190 | — | — | — |
| 2022 | $27,244 | — | $27,244 | — | — |