# Sonic Healthcare Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sonic-healthcare-usa-inc-401k-plan

> Sonic Healthcare Usa, INC.'s 401(k) plan: 9,544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sonic Healthcare Usa, INC.

- **Sponsor EIN:** 208907334

- **Sponsor Address:** 3800 QUICK HILL ROAD, AUSTIN, TX, 78728

- **Plan Type:** 401(k)

- **Total Participants:** 9,544

- **Total Assets:** $587.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|9,544|$587.8M|$13.3M|$31.1M|

| 2023|7,878|$521.3M|$14.9M|$29.7M|

| 2022|7,170|$379.6M|$11.0M|$24.5M|

## 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|

| BAKER TILLY US, LLP|Auditor|$41,755|—|$41,755|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $41,755

- **Estimated Expense Ratio:** 0.007% 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|$460,135|$128,764|$300|$41,755|—|

| 2023|$492,825|$158,626|$3,600|$34,485|—|

| 2022|$419,493|$10,600|—|—|—|

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