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 |
|---|---|---|---|---|
| MCCONNEL & JONES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCONNEL & JONES LLP — 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 | $997,405 | — | — | — | — |
| 2023 | $832,589 | — | — | — | — |
| 2022 | $712,212 | — | — | — | — |