Plan Snapshot
- Plan Sponsor: Advanced Orthopaedic Associates, P.A.
- Sponsor EIN: 481253024
- Sponsor Address: 9828 E. SHANNON WOODS CIR., WICHITA, KS, 67226
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 111 | $27.0M | $994,375 | $758,414 |
| 2023 | 99 | $27.2M | $966,218 | $757,571 |
| 2022 | 101 | $23.5M | $901,810 | $736,988 |
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 |
|---|---|---|---|---|
| VARNEY % ASSOCIATES, CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $80,355 | $35,576 | $1,650 | — | — |
| 2023 | $83,881 | $49,461 | $32,245 | — | — |
| 2022 | $89,929 | $47,133 | $375 | — | $30,734 |