Plan Snapshot
- Plan Sponsor: Midwest Physician Anesthesia Services, INC.
- Sponsor EIN: 311039177
- Sponsor Address: 5151 REED RD, COLUMBUS, OH, 43220
- Plan Type: DC
- Total Participants: 136
- Total Assets: $133.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 136 | $133.2M | $6.9M | $305,412 |
| 2023 | 128 | $107.4M | $6.2M | $276,572 |
| 2022 | 129 | $93.7M | $5.8M | $218,640 |
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 |
|---|---|---|---|---|
| ADVANCED ASSET MANAGEMENT ADVISORS | NONE | $46,674 | — | $46,674 |
| THE LEEMAN GROUP | NONE | $26,734 | — | $26,734 |
| WISDOM WEALTH INVESTMENT ADVISORS | NONE | $20,792 | — | $20,792 |
| SCOTT LUCAS | NONE | $17,329 | — | $17,329 |
| PETER WATERLOO | NONE | $17,013 | — | $17,013 |
| PARSEC FINANCIAL MANAGEMENT | NONE | $16,409 | — | $16,409 |
| PDS PLANNING, INC. | NONE | $15,500 | — | $15,500 |
| MICHAEL MILDRUM | NONE | $13,175 | — | $13,175 |
| STRATOS WEALTH PARTNERS, LTD | NONE | $10,591 | — | $10,591 |
| KEVIN FOLEY | NONE | $10,339 | — | $10,339 |
| JAMES FLOWERS | NONE | $10,248 | — | $10,248 |
| HORTON NEVILLE SHICK | NONE | $9,946 | — | $9,946 |
| FULLEN FINANCIAL | NONE | $9,135 | — | $9,135 |
| GB WEALTH MANAGEMENT GROUP | NONE | $8,007 | — | $8,007 |
| GREG MILLER/ANTHONY REILLY | NONE | $6,835 | — | $6,835 |
| HBKS WEALTH ADVISORS | NONE | $6,379 | — | $6,379 |
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $245,106
- Estimated Expense Ratio: 0.184% 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 | $311,716 | $311,716 | — | — | — |
| 2023 | $266,266 | $266,266 | — | — | — |
| 2022 | $392,411 | $353,871 | — | — | $38,540 |