# U.S. Anesthesia Partners, INC 401(k) Plan
Source: https://planprovider.pro/companies/u-s-anesthesia-partners-inc-401k-plan

> U.S. Anesthesia Partners, INC's 401(k) plan: 5,640 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$601,065|—|$601,065|

| THE VANGUARD GROUP, INC.|NONE|$409,820|—|$409,820|

| SHARKEY HOWES & JAVER INC|NONE|$42,962|—|$42,962|

| CHARLES SCHWAB & CO., INC.|NONE|$41,196|—|$41,196|

| LARSON FINANCIAL GROUP LLC|NONE|$30,201|—|$30,201|

| PERRYMAN FINANCIAL ADVISORY IN|NONE|$27,811|—|$27,811|

| BRINKER CAPITAL INVESTMENTS LL|NONE|$24,441|—|$24,441|

| CREATIVE PLANNING LLC|NONE|$19,345|—|$19,345|

| ALPHA CUBED INVESTMENTS LLC|NONE|$17,540|—|$17,540|

| FCA CORP|NONE|$16,547|—|$16,547|

| STOREHOUSE FINANCIAL LLC|NONE|$12,551|—|$12,551|

| TRANSFORM WEALTH LLC|NONE|$12,248|—|$12,248|

| RFG HOLDINGS INC|NONE|$11,961|—|$11,961|

| NOVEM GROUP|NONE|$10,733|—|$10,733|

| INVICTUS PRIVATE WEALTH LLC|NONE|$10,090|—|$10,090|

| PM SQUARED LLC|NONE|$8,085|—|$8,085|

| SONORA INVESTMENT MANAGEMENT G|NONE|$7,539|—|$7,539|

| AT INVESTMENT ADVISERS INC|NONE|$5,886|—|$5,886|

| WEALTH ENHANCEMENT ADVISORY SE|NONE|$5,336|—|$5,336|

| MCCONNEL & JONES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [MCCONNEL & JONES LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) — Auditor

## 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|—|—|—|—|

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