Plan Snapshot
- Plan Sponsor: Us Oncology Corporate, INC.
- Sponsor EIN: 841213501
- Sponsor Address: 10101 WOODLOCH FOREST, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 6,388
- Total Assets: $1.3B
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 | 6,388 | $1.3B | $34.4M | $45.4M |
| 2023 | 5,545 | $1.1B | $29.5M | $40.3M |
| 2022 | 4,670 | $845.2M | $27.1M | $32.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $234,394 | — | $234,394 |
| NEPC, LLC | INVESTMENT ADVISOR | $87,751 | — | $87,751 |
| MELTON & MELTON, L.L.P. | ACCOUNTANT/AUDITOR | $26,730 | — | $26,730 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NEPC, LLC — INVESTMENT ADVISOR
- MELTON & MELTON, L.L.P. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $348,875
- Estimated Expense Ratio: 0.028% 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 | $345,936 | — | $900 | $28,269 | — |
| 2023 | $371,438 | — | $1,200 | $25,770 | — |
| 2022 | $601,562 | — | — | — | — |