# United Anesthesia Services, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/united-anesthesia-services-p-c-401k-plan

> United Anesthesia Services, P.C.&#39;s 401(k) plan: 472 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WIPFLI LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-anesthesia-services-p-c-401k-plan)

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