# Vascular Surgery Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vascular-surgery-associates-llc-401k-plan

> Vascular Surgery Associates, LLC's 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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,](https://planprovider.pro/provider/transamerica) — 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|—|—|—|—|—|

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