# Cardiothoracic & Vascular Surgeons, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/cardiothoracic-vascular-surgeons-p-a-401k-plan

> Cardiothoracic & Vascular Surgeons, P.A.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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