Plan Snapshot
- Plan Sponsor: Cardiothoracic & Vascular Surgeons, P.A.
- Sponsor EIN: 741796484
- Sponsor Address: 1010 WEST 40TH STREET, AUSTIN, TX, 78756
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $69.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 101 | $69.2M | $1.9M | $1.3M |
| 2023 | 100 | $69.1M | $1.7M | $1.1M |
| 2022 | 108 | $61.2M | $1.8M | $1.3M |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE, CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEGGY S. EDGE, CPA, LLC — 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 | $94,237 | $10,265 | — | — | — |
| 2023 | $84,114 | $9,450 | — | — | — |
| 2022 | $80,519 | $8,097 | $5,784 | — | — |