# Ob-Gyn Associates Of Erie, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/ob-gyn-associates-of-erie-p-c-401k-plan

> Ob-Gyn Associates Of Erie, P.C.&#39;s 401(k) plan: 162 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 Associates Of Erie, P.C.

- **Sponsor EIN:** 251653555

- **Sponsor Address:** 100 PEACH STREET, ERIE, PA, 16507

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

- **Total Participants:** 162

- **Total Assets:** $17.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|162|$17.4M|$424,038|$890,443|

| 2023|141|$20.8M|$374,249|$795,130|

| 2022|129|$18.4M|$341,231|$741,512|

## 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|RECORDKEEPER|$23,997|—|$23,997|

| SCHAFFNER, KNIGHT, MINNAUGH & CO|AUDITOR|$23,000|—|$23,000|

| MERRILL LYNCH|INVESTMENT ADVISOR|$13,952|—|$13,952|

| DUNBAR, BENDER & ZAPF, INC.|TPA|$11,581|—|$11,581|

| SCHAFFNER, KNIGHT, MINNAUGH & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

- [DUNBAR, BENDER & ZAPF, INC.](https://planprovider.pro/provider/john-hancock) — TPA

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,530

- **Estimated Expense Ratio:** 0.417% 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|$109,763|$34,961|—|—|—|

| 2023|$89,427|$33,356|—|—|—|

| 2022|$101,168|—|—|—|$101,168|

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