Plan Snapshot
- Plan Sponsor: Integrated Anesthesia Associates, LLC
- Sponsor EIN: 061223155
- Sponsor Address: 99 EAST RIVER DR., 5TH FLOOR, EAST HARTFORD, CT, 06108
- Plan Type: 401(k)
- Total Participants: 435
- Total Assets: $247.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 435 | $247.5M | $6.9M | $6.4M |
| 2023 | 385 | $217.5M | $5.7M | $5.3M |
| 2022 | 384 | $184.8M | $5.7M | $5.3M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS | NONE | $46,993 | — | $46,993 |
| T ROWE PRICE RPS INC | NONE | $37,865 | — | $37,865 |
| PASI, LLC | NONE | $20,030 | — | $20,030 |
| TEPLITZKY AND COMPANY PC | NONE | $18,900 | — | $18,900 |
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | $18,900 | — | $18,900 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,688
- Estimated Expense Ratio: 0.058% 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 | $126,557 | $46,993 | $20,030 | $18,900 | — |
| 2023 | $120,260 | $36,446 | $20,000 | $15,750 | — |
| 2022 | $131,638 | — | — | — | — |