Plan Snapshot
- Plan Sponsor: Midwest Anesthesia Associates, P.A.
- Sponsor EIN: 480765484
- Sponsor Address: 6720 W 121ST ST., STE 103, OVERLAND PARK, KS, 66209
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $66.1M
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 | 67 | $66.1M | $2.2M | $1.4M |
| 2023 | 69 | $56.4M | $2.0M | $1.4M |
| 2022 | 67 | $45.1M | $1.9M | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $87,940 | — | $87,940 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $80,104 | — | $80,104 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $45,000 | — | $45,000 |
| ASCENSUS HOLDINGS, INC. DBA FUTURE | Other Service Provider | $33,783 | — | $33,783 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,827
- Estimated Expense Ratio: 0.374% 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 | $248,132 | $125,104 | $35,088 | — | — |
| 2023 | $104,254 | — | $79,841 | $24,413 | — |
| 2022 | $260,598 | $60,008 | $183,685 | — | $16,905 |