Plan Snapshot
- Plan Sponsor: American Academy Of Orthopaedic Surgeons
- Sponsor EIN: 362110592
- Sponsor Address: 9400 W. HIGGINS RD, ROSEMONT, IL, 60018
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $51.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 197 | $51.0M | $2.2M | $1.6M |
| 2023 | 207 | $44.5M | $2.2M | $1.6M |
| 2022 | 201 | $37.4M | $2.1M | $1.5M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $84,498 | $22,748 | $61,750 | — | — |
| 2023 | $73,527 | $22,748 | $50,779 | — | — |
| 2022 | $70,867 | $22,748 | $48,119 | — | — |