# Waco Cardiology Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/waco-cardiology-associates-p-a-401k-plan

> Waco Cardiology Associates, P.A.'s 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waco Cardiology Associates, P.A.

- **Sponsor EIN:** 741784088

- **Sponsor Address:** P.O. BOX 21327, WACO, TX, 76702

- **Plan Type:** 401(k)

- **Total Participants:** 135

- **Total Assets:** $37.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|135|$37.5M|$1.0M|$635,134|

| 2023|150|$30.3M|$917,905|$632,472|

| 2022|141|$26.9M|$930,467|$602,592|

## 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|

| PATTILLO, BROWN & HILL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PATTILLO, BROWN & HILL LLP](https://planprovider.pro/provider/pattillo-brown-and-hill-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/waco-cardiology-associates-p-a-401k-plan)

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