# Central Anesthesia Service Exchange Medical Group, INC. DC Plan
Source: https://planprovider.pro/companies/central-anesthesia-service-exchange-medical-group-inc-plan

> Central Anesthesia Service Exchange Medical Group, INC.'s DC plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Central Anesthesia Service Exchange Medical Group, INC.

- **Sponsor EIN:** 680116562

- **Sponsor Address:** 3315 WATT AVE, SACRAMENTO, CA, 958213600

- **Plan Type:** DC

- **Total Participants:** 142

- **Total Assets:** $140.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|142|$140.8M|$6.8M|$904,113|

| 2023|147|$124.1M|$6.0M|$1.2M|

| 2022|144|$103.5M|$5.1M|$1.2M|

## 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|

| LECONTE WEALTH MANAGEMENT LLC|NONE|$29,060|—|$29,060|

| TORREY GROWTH & INCOME ADVISOR|NONE|$23,831|—|$23,831|

| CIBC PRIVATE WEALTH ADVISORS I|NONE|$22,167|—|$22,167|

| STATHEROS FINANCIAL|NONE|$11,403|—|$11,403|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$6,154|—|$6,154|

| MAIA WEALTH LLC|NONE|$6,071|—|$6,071|

| WILLIAMS & OLDS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MAIA WEALTH LLC](https://planprovider.pro/provider/maia-wealth) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,686

- **Estimated Expense Ratio:** 0.070% 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|$99,920|$93,766|—|—|—|

| 2023|$81,728|$77,575|—|—|—|

| 2022|$154,061|$154,061|—|—|—|

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