Plan Snapshot
- Plan Sponsor: Seven Hills Anesthesia, LLC
- Sponsor EIN: 463521076
- Sponsor Address: 10191 EVENDALE COMMONS DRIVE, CINCINNATI, OH, 45241
- Plan Type: DC
- Total Participants: 334
- Total Assets: $204.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 334 | $204.2M | $10.1M | $4.8M |
| 2023 | 334 | $169.0M | $9.8M | $4.4M |
| 2022 | 341 | $130.1M | $8.6M | $4.1M |
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 |
|---|---|---|---|---|
| ASCENSUS | RECORD KEEPER | $28,678 | — | $28,678 |
| VEID & VEID CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VEID & VEID CPA'S — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,678
- Estimated Expense Ratio: 0.014% 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 | $274,418 | $245,921 | — | — | — |
| 2023 | $146,146 | $144,396 | $1,750 | — | — |
| 2022 | $141,329 | — | — | — | $141,329 |