Plan Snapshot
- Plan Sponsor: Vascular Surgery Associates, LLC
- Sponsor EIN: 521726724
- Sponsor Address: 520 UPPER CHESAPEAKE DRIVE, BEL AIR, MD, 21014
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 113 | $23.3M | $1.0M | $798,178 |
| 2023 | 101 | $22.0M | $686,763 | $703,469 |
| 2022 | 123 | $17.5M | $1.2M | $711,091 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISORY | $19,853 | — | $19,853 |
| MML INVESTORS SERVICES LLC | INVESTMENT ADVISORY - PL | $13,186 | — | $13,186 |
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $12,007 | — | $12,007 |
| KATZ, ABOSCH, WINDESHEIM, GERSHMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,046
- Estimated Expense Ratio: 0.193% 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 | $45,046 | $33,039 | — | — | — |
| 2023 | $40,370 | $33,447 | — | — | — |
| 2022 | — | — | — | — | — |