Plan Snapshot
- Plan Sponsor: Advanced Orthopedics Of Oklahoma, PLLC
- Sponsor EIN: 813249663
- Sponsor Address: 2488 E 81ST ST. SUITE 290, TULSA, OK, 74137
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $70.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 289 | $70.4M | $1.7M | $1.2M |
| 2023 | 206 | $71.0M | $1.6M | $1.0M |
| 2022 | 203 | $64.0M | $1.2M | $1.0M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
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 | $111,888 | $58,928 | — | — | — |
| 2023 | $79,009 | $42,424 | — | — | — |
| 2022 | $56,515 | — | — | — | $56,515 |