Plan Snapshot
- Plan Sponsor: Premier Anesthesia Of Pennsylvania, P.C.
- Sponsor EIN: 272846919
- Sponsor Address: 2655 NORTHWINDS PARKWAY, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $12.7M
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 | 99 | $12.7M | $260,267 | $1.4M |
| 2023 | 101 | $12.0M | $215,450 | $1.4M |
| 2022 | 113 | $11.0M | $188,926 | $1.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $28,212 | — | $28,212 |
| WBL | ACCOUNTANT | $26,723 | — | $26,723 |
| EGPS | CONTRACT ADMINISTRATOR | $7,118 | — | $7,118 |
| ORENDA RETIREMENT, LLC | OTHER SERVICES | — | $6,286 | $6,286 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISORY | $5,513 | — | $5,513 |
| KILPATRICK | LEGAL | $5,240 | — | $5,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WBL — ACCOUNTANT
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,092
- Estimated Expense Ratio: 0.623% 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 | $72,795 | $5,513 | $35,330 | $26,712 | — |
| 2023 | $48,211 | $4,765 | $27,244 | $16,202 | — |
| 2022 | $74,549 | — | $50,002 | — | $24,547 |