Plan Snapshot
- Plan Sponsor: Keystone Anesthesia Consultants Ltd
- Sponsor EIN: 251458150
- Sponsor Address: 1145 BOWER HILL ROAD, BETHEL PARK, PA, 15243
- Plan Type: DC
- Total Participants: 86
- Total Assets: $32.5M
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 | 86 | $32.5M | $1.2M | $968,413 |
| 2023 | 124 | $28.2M | $857,489 | $1.5M |
| 2022 | 115 | $22.3M | $1.1M | $880,367 |
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 |
|---|---|---|---|---|
| CONFLUENCE WEALTH SERVICES | INVESTMENT ADVISOR | $55,110 | — | $55,110 |
| SISTERSON & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SISTERSON & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,110
- Estimated Expense Ratio: 0.170% 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 | $64,836 | $55,110 | $8,976 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |