# Us Oncology Corporate, INC. DC Plan
Source: https://planprovider.pro/companies/us-oncology-corporate-inc-plan

> Us Oncology Corporate, INC.'s DC plan: 4,845 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:** 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [MELTON AND MELTON](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:** $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|—|—|—|—|

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

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