# Us Oncology Corporate, INC. 401(k) Plan
Source: https://planprovider.pro/companies/us-oncology-corporate-inc-401k-plan-001-3501

> Us Oncology Corporate, INC.'s 401(k) plan: 6,388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — INVESTMENT ADVISOR

- [MELTON & MELTON, L.L.P.](https://planprovider.pro/provider/melton-and-melton-llp) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/us-oncology-corporate-inc-401k-plan-001-3501)

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