Plan Snapshot
- Plan Sponsor: Oncology Consultants, P.A.
- Sponsor EIN: 760605200
- Sponsor Address: 1140 BUSINESS CENTER DRIVE, HOUSTON, TX, 77043
- Plan Type: 401(k)
- Total Participants: 521
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 521 | $18.0M | $789,789 | $1.8M |
| 2023 | 411 | $15.1M | $746,914 | $1.6M |
| 2022 | 373 | $11.9M | $644,203 | $1.3M |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $56,899 | — | $5,950 | — | — |
| 2023 | $47,790 | — | $41,565 | — | — |
| 2022 | $28,740 | $7,853 | $20,887 | — | — |