Retirement plan

UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN

Name: UNITED ANESTHESIA SERVICES, P.C. - UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN (2024) Form 5500
Creator: UNITED ANESTHESIA SERVICES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN, UNITED ANESTHESIA SERVICES, P.C.

UNITED ANESTHESIA SERVICES, P.C.EIN 23-2856393Plan #002PY 2024

610 W. GERMANTOWN PIKE, SUITE 150 - PLYMOUTH MEETING, PA 19462610-527-5101uaspc.comLinkedIn201-500 employeeshospital & health care

Prospect flagsHigh feesHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$200M

+8.0% from 2023

Total participants

535

+3.7% from 2023

Average account balance

$492,727

+8.0% from 2023

Annual return

15.80%

-3.28 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$200.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$493K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

406

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

72.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.80%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$985

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 7 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$161,460
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS Service code 28 · EIN 13-4071393	Investment Management	$149,336
MB LEVIS & ASSOCIATES LLC10+ years Service code 26 · EIN 45-5079551	Advisory (Participants)	$18,390
JP MORGAN INVESTMENT MANAGEMENT INC3 years Filed as: ZACKS INVESTMENT MANAGEMENT IN Service code 26 · EIN 36-3792197	Advisory (Participants)	$17,842
MODERA WEALTH MANAGEMENT LLC4 years Service code 26 · EIN 27-3774197	Advisory (Participants)	$10,320
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782	Shareholder servicing fees; Securitie...	$1,479
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$400K

$847 / participant

Recordkeeping$42K10.5%
Investment mgmt$358K89.5%

% of EOY assets

0.200%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$492,727

$50,860+868.8%

$155,574+216.7%

$77,714+534.0%

Participation rate

72.7%

63.1%+9.5pp

78.2%-5.5pp

70.6%+2.1pp

Annual return

15.80%

34.86%-19.1pp

64.87%-49.1pp

31.26%-15.5pp

Employer contribution / active EE

$14,127

$1,991+609.6%

$4,676+202.1%

$2,727+418.1%

Participant deferral / active EE

$13,952

$2,825+393.9%

$5,629+147.8%

$4,649+200.1%

Admin fee / account holder

$985

$436+125.7%

$15,914-93.8%

$433+127.4%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$161,460

EQUITABLE ADVISORS LLC5 years

Filed as: EQUITABLE ADVISORS

Service code 28 · EIN 13-4071393

Investment Management

$149,336

MB LEVIS & ASSOCIATES LLC10+ years

Service code 26 · EIN 45-5079551

Advisory (Participants)

$18,390

JP MORGAN INVESTMENT MANAGEMENT INC3 years

Filed as: ZACKS INVESTMENT MANAGEMENT IN

Service code 26 · EIN 36-3792197

Advisory (Participants)

$17,842

MODERA WEALTH MANAGEMENT LLC4 years

Service code 26 · EIN 27-3774197

Advisory (Participants)

$10,320

CHARLES SCHWAB & CO., INC.9 years

Service code 33 · EIN 94-1737782

Shareholder servicing fees; Securitie...

$1,479

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED ANESTHESIA SERVICES, P.C. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion