Plan Snapshot
- Plan Sponsor: United Anesthesia Services, P.C.
- Sponsor EIN: 232856393
- Sponsor Address: 610 W. GERMANTOWN PIKE, PLYMOUTH MEETING, PA, 19462
- Plan Type: 401(k)
- Total Participants: 472
- Total Assets: $200.0M
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 | 472 | $200.0M | $6.7M | $6.6M |
| 2023 | 448 | $185.3M | $6.5M | $6.5M |
| 2022 | 439 | $147.8M | $6.0M | $5.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $161,460 | — | $161,460 |
| EQUITABLE ADVISORS | NONE | $149,336 | — | $149,336 |
| MB LEVIS & ASSOCIATES LLC | NONE | $18,390 | — | $18,390 |
| ZACKS INVESTMENT MANAGEMENT IN | NONE | $17,842 | — | $17,842 |
| MODERA WEALTH MANAGEMENT LLC | NONE | $10,320 | — | $10,320 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $357,348
- Estimated Expense Ratio: 0.179% 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 | $399,987 | $357,972 | — | — | — |
| 2023 | $355,264 | $314,310 | — | — | — |
| 2022 | $352,977 | $168,020 | — | — | — |