Plan Snapshot
- Plan Sponsor: New York Anesthesiology Medical Specialties, P.C.
- Sponsor EIN: 161592210
- Sponsor Address: 5496 EAST TAFT ROAD, N. SYRACUSE, NY, 13212
- Plan Type: DC
- Total Participants: 135
- Total Assets: $22.1M
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 | 135 | $22.1M | $596,734 | $830,255 |
| 2023 | 119 | $18.3M | $673,004 | $738,496 |
| 2022 | 113 | $15.7M | $686,000 | $686,428 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | ADVISOR | — | $29,783 | $29,783 |
| BOWERS & COMPANY | ACCOUNTANT/AUDITOR | $10,300 | — | $10,300 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,111 | — | $9,111 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — ADVISOR
- BOWERS & COMPANY — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,194
- Estimated Expense Ratio: 0.222% 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 | $19,411 | — | — | $10,300 | — |
| 2023 | $16,661 | — | — | $9,500 | — |
| 2022 | $12,451 | — | — | — | — |