# Access Sports Medicine & Orthopaedics, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/access-sports-medicine-orthopaedics-p-a-401k-plan

> Access Sports Medicine & Orthopaedics, P.A.'s 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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