Plan Snapshot
- Plan Sponsor: Access Sports Medicine & Orthopaedics, P.A.
- Sponsor EIN: 020336308
- Sponsor Address: ONE HAMPTON ROAD, EXETER, NH, 03833
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $18.6M
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 | 74 | $18.6M | $167,844 | $286,196 |
| 2023 | 75 | $15.6M | $165,392 | $308,054 |
| 2022 | 67 | $12.9M | $155,401 | $263,885 |
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 RPCP | INVESTMENT MANAGER | $37,381 | — | $37,381 |
| CAPITAL GROUP RETIREMENT PLAN SVCS | RECORDKEEPER | $10,750 | — | $10,750 |
| STEPHEN ELDRIDGE & COMPANY | CONTRACT ADMIN | $8,000 | — | $8,000 |
| TAWNEY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAWNEY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,131
- Estimated Expense Ratio: 0.303% 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 | $56,251 | — | $56,251 | — | — |
| 2023 | $54,283 | — | $54,283 | — | — |
| 2022 | $56,638 | — | $53,838 | — | $2,800 |