Plan Snapshot
- Plan Sponsor: Texans Anesthesia Associates PLLC
- Sponsor EIN: 260507982
- Sponsor Address: 9525 KATY FREEWAY, #206, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $23.1M
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 | 108 | $23.1M | $568,541 | $1.4M |
| 2023 | 106 | $18.9M | $539,712 | $1.3M |
| 2022 | 80 | $15.5M | $484,109 | $1.2M |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERVICE | Auditor | — | — | $0 |
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 | $17,258 | $13,943 | $2,815 | — | — |
| 2023 | $15,155 | — | $15,155 | — | — |
| 2022 | $14,590 | — | — | — | $14,590 |