# Advanced Orthopaedic Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/advanced-orthopaedic-associates-p-a-plan-001

> Advanced Orthopaedic Associates, P.A.'s 401(k) plan: 111 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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