# Ob/Gyn Affiliates 401(k) Plan
Source: https://planprovider.pro/companies/ob-gyn-affiliates-401k-plan

> Ob/Gyn Affiliates's 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ob/Gyn Affiliates

- **Sponsor EIN:** 841520625

- **Sponsor Address:** 1745 SHEA CENTER DRIVE, #400, LITTLETON, CO, 80129

- **Plan Type:** 401(k)

- **Total Participants:** 194

- **Total Assets:** $30.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|194|$30.4M|$1.4M|$1.2M|

| 2023|187|$29.5M|$1.4M|$1.1M|

| 2022|186|$25.8M|$1.5M|$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|

| UBS FINANCIAL SERVICES, INC.|INVEST ADV - PLAN|$59,566|—|$59,566|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$24,229|—|$24,229|

| RYAN GUNSAULS & O'DONNELL LLC|AUDIT|$13,000|—|$13,000|

| FUTUREPLAN BY ASCENSUS|RECORDKEEPER|$9,840|$33|$9,873|

| RYAN, GUNSAULS & ODONNELL, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVEST ADV - PLAN

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

- [RYAN, GUNSAULS & ODONNELL, LLC](https://planprovider.pro/provider/ryan-gunsauls-and-odonnell-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,668

- **Estimated Expense Ratio:** 0.351% 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|$191,076|—|$191,076|—|—|

| 2023|$174,919|—|$174,919|—|—|

| 2022|$82,666|—|$82,666|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ob-gyn-affiliates-401k-plan)

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