Plan Snapshot
- Plan Sponsor: Reid Outpatient Surgery And Endoscopy, LLC
- Sponsor EIN: 202844915
- Sponsor Address: 1100 REID PARKWAY, RICHMOND, IN, 47374
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $13.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 177 | $13.2M | $430,939 | $601,583 |
| 2023 | 173 | $11.8M | $361,773 | $563,954 |
| 2022 | 198 | $9.7M | $339,182 | $521,452 |
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 |
|---|---|---|---|---|
| BRADY, WARE, & SCHOENFELD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, WARE, & SCHOENFELD — 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 | $31,485 | $15,252 | $13,068 | — | — |
| 2023 | $29,206 | $13,222 | $13,208 | — | — |
| 2022 | $33,618 | $11,474 | — | — | $2,697 |