Plan Snapshot
- Plan Sponsor: Professional Anesthesia Providers Psc Retirement Plan
- Sponsor EIN: 660648750
- Sponsor Address: P O BOX 939, MAYAGUEZ, PR, 00681
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 0 | $0 | $0 | $24,965 |
| 2023 | 14 | $1.3M | $24,514 | $48,831 |
| 2022 | 16 | $1.1M | $24,417 | $46,191 |
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 | $27,714 | — | $27,714 |
| LINCOLN FINANCIAL SECURITIES | Investment Advisor | — | $11,728 | $11,728 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,442
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 | $1,353,213 | — | $8,065 | — | — |
| 2023 | $46,994 | — | $14,374 | — | — |
| 2022 | — | — | — | — | — |