# Oncology Hematology West, P.C. DC Plan
Source: https://planprovider.pro/companies/oncology-hematology-west-p-c-plan

> Oncology Hematology West, P.C.'s DC plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oncology Hematology West, P.C.

- **Sponsor EIN:** 470754790

- **Sponsor Address:** 17445 ARBOR STREET, SUITE 310, OMAHA, NE, 68130

- **Plan Type:** DC

- **Total Participants:** 347

- **Total Assets:** $52.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|347|$52.1M|$2.0M|$1.6M|

| 2023|282|$43.9M|$1.7M|$1.4M|

| 2022|279|$38.3M|$2.9M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$137,475|—|$137,475|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$43,214|—|$43,214|

| BENEFIT PLANS, INC.|CONTRACT ADMIN|$2,464|$32,685|$35,149|

| OSAIC FA INC|BROKER/ADVISER|—|$27,308|$27,308|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $243,146

- **Estimated Expense Ratio:** 0.467% 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|$126,357|—|—|—|—|

| 2023|$134,388|—|$134,388|—|—|

| 2022|$166,993|$145,511|$21,482|—|—|

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