Plan Snapshot
- Plan Sponsor: U.S. Anesthesia Partners, INC
- Sponsor EIN: 460872971
- Sponsor Address: 12222 MERIT DRIVE, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 5,640
- Total Assets: $2.8B
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 | 5,640 | $2.8B | $104.7M | $102.6M |
| 2023 | 5,642 | $2.4B | $102.4M | $100.4M |
| 2022 | 5,106 | $1.9B | $91.4M | $84.5M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | Recordkeeper | $601,065 | — | $601,065 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $409,820 | — | $409,820 |
| SHARKEY HOWES & JAVER INC | Other Service Provider | $42,962 | — | $42,962 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $41,196 | — | $41,196 |
| LARSON FINANCIAL GROUP LLC | Other Service Provider | $30,201 | — | $30,201 |
| PERRYMAN FINANCIAL ADVISORY IN | Other Service Provider | $27,811 | — | $27,811 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $24,441 | — | $24,441 |
| CREATIVE PLANNING LLC | Investment Advisor | $19,345 | — | $19,345 |
| ALPHA CUBED INVESTMENTS LLC | Other Service Provider | $17,540 | — | $17,540 |
| FCA CORP | Other Service Provider | $16,547 | — | $16,547 |
| STOREHOUSE FINANCIAL LLC | Other Service Provider | $12,551 | — | $12,551 |
| TRANSFORM WEALTH LLC | Other Service Provider | $12,248 | — | $12,248 |
| RFG HOLDINGS INC | Other Service Provider | $11,961 | — | $11,961 |
| NOVEM GROUP | Other Service Provider | $10,733 | — | $10,733 |
| INVICTUS PRIVATE WEALTH LLC | Other Service Provider | $10,090 | — | $10,090 |
| PM SQUARED LLC | Other Service Provider | $8,085 | — | $8,085 |
| SONORA INVESTMENT MANAGEMENT G | Other Service Provider | $7,539 | — | $7,539 |
| AT INVESTMENT ADVISERS INC | Other Service Provider | $5,886 | — | $5,886 |
| WEALTH ENHANCEMENT ADVISORY SE | Other Service Provider | $5,336 | — | $5,336 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
- THE VANGUARD GROUP, INC. — Recordkeeper
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,315,357
- Estimated Expense Ratio: 0.046% 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 | $997,405 | — | — | — | — |
| 2023 | $832,589 | — | — | — | — |
| 2022 | $712,212 | — | — | — | — |