Plan Snapshot
- Plan Sponsor: Us Oncology Corporate, INC.
- Sponsor EIN: 752131429
- Sponsor Address: 12221 MERIT DR STE 500, DALLAS, TX, 75251
- Plan Type: DC
- Total Participants: 4,845
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,845 | $1.2B | $40.9M | $38.2M |
| 2023 | 4,548 | $985.6M | $37.5M | $34.4M |
| 2022 | 3,621 | $799.8M | $31.9M | $28.7M |
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 | $239,923 | — | $239,923 |
| NEPC, LLC | INVESTMENT ADVISOR | $71,730 | — | $71,730 |
| MELTON AND MELTON | ACCOUNTANT/AUDITOR | $14,000 | — | $14,000 |
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 AND MELTON — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $325,653
- 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 | $307,150 | $71,730 | $300 | $14,000 | — |
| 2023 | $297,997 | $69,597 | $3,900 | $26,000 | — |
| 2022 | $511,289 | — | — | — | — |