# Westlake Dermatology, PA 401(k) Plan
Source: https://planprovider.pro/companies/westlake-dermatology-pa-401k-plan

> Westlake Dermatology, PA's 401(k) plan: 316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westlake Dermatology, PA

- **Sponsor EIN:** 820540404

- **Sponsor Address:** 8825 BEE CAVES ROAD SUITE 100, AUSTIN, TX, 78746

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

- **Total Participants:** 316

- **Total Assets:** $14.6M

## 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|316|$14.6M|$230,723|$1.4M|

| 2023|221|$11.9M|$326,187|$1.4M|

| 2022|200|$8.9M|$186,426|$866,074|

## 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|

| AUSTIN MONEY MANAGEMENT|ADVISOR|$25,330|—|$25,330|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$21,837|—|$21,837|

| RYAN MANN LLC|Auditor|—|—|$0|

### 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

- [RYAN MANN LLC](https://planprovider.pro/provider/ryan-mann-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,167

- **Estimated Expense Ratio:** 0.322% 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|$47,865|$26,028|—|—|—|

| 2023|$37,194|$19,831|—|—|—|

| 2022|$35,638|$31|—|—|—|

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