# Commonwealth Anesthesia, Psc 401(k) Plan
Source: https://planprovider.pro/companies/commonwealth-anesthesia-psc-401k-plan

> Commonwealth Anesthesia, Psc's 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MONROE SHINE & CO, INC.](https://planprovider.pro/provider/monroe-shine-and-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|—|—|—|

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