Zephyr Anesthesia 401(k) match, vesting and fees
What Zephyr Anesthesia's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Andrews Hooper Pavlik (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Zephyr Anesthesia: employer contribution per participant | $1,542 | |
| Peer median | $1,468 |
| Zephyr Anesthesia: average balance | $213,667 | |
| Peer median | $37,786 |
| Zephyr Anesthesia: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $117K at the end of plan year 2022 to $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 140 | $29.9M | $216K | $1,542 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 8 | $363K | $81K | $10,132 | 0.12% | Not published | 5500-SF ↗ |
| 2022 | 10 | $117K | $32K | $3,187 | — | Not published | 5500-SF ↗ |
Common questions
Does Zephyr Anesthesia match 401(k) contributions?
The match terms for the Zephyr Anesthesia, LLC 401(k) Plan Trust have not been published from its filing yet. The plan year 2024 filing reports $216K in employer contributions, about $1,542 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zephyr Anesthesia 401(k) match vested?
The vesting schedule for the Zephyr Anesthesia, LLC 401(k) Plan Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zephyr Anesthesia 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Zephyr Anesthesia, LLC.
I left Zephyr Anesthesia. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zephyr Anesthesia, LLC, (504) 408-0804) or the recordkeeper, Fidelity Investments Institutional. The Zephyr Anesthesia old 401(k) page lists the contacts from every plan filing. Find an old Zephyr Anesthesia 401(k)
Data from the public Form 5500 annual reports Zephyr Anesthesia filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Zephyr Anesthesia. Not financial advice. Report a correction · Methodology