Plan Snapshot
- Plan Sponsor: Cosmetic Physician Partners LLC
- Sponsor EIN: 873401657
- Sponsor Address: 8226 DOUGLAS AVENUE, DALLAS, TX, 75225
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 429 | $11.5M | $995,625 | $1.9M |
| 2023 | 349 | $7.1M | $787,256 | $1.5M |
| 2022 | 157 | $563,846 | $114,401 | $204,613 |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $11,256 | — | $11,256 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $8,322 | $8,322 |
| RUSSON + JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- RUSSON + JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,578
- Estimated Expense Ratio: 0.171% 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 | $12,933 | $7,705 | — | — | — |
| 2023 | $3,719 | $2,771 | — | — | — |
| 2022 | — | — | — | — | — |