Plan Snapshot
- Plan Sponsor: Commonwealth Anesthesia, Psc
- Sponsor EIN: 611164344
- Sponsor Address: 425 LEWIS HARGETT CIRCLE, LEXINGTON, KY, 40503
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $37.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 94 | $37.9M | $3.1M | $1.7M |
| 2023 | 73 | $37.8M | $2.2M | $1.2M |
| 2022 | 76 | $31.8M | $3.6M | $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 |
|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | ADVISOR | $30,997 | — | $30,997 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $21,795 | — | $21,795 |
| MONROE SHINE & CO, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- MONROE SHINE & CO, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,792
- Estimated Expense Ratio: 0.139% 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 | $53,621 | $31,826 | — | — | — |
| 2023 | $42,407 | $25,132 | — | — | — |
| 2022 | $56,281 | $3,881 | — | — | — |