Plan Snapshot
- Plan Sponsor: American Orthopedic Partners LLC
- Sponsor EIN: 852753219
- Sponsor Address: 6231 PGA BLVD, STE 104-307, PALM BEACH GARDENS, FL, 33418
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 350 | $23.8M | $995,663 | $1.6M |
| 2023 | 117 | $7.4M | $653,664 | $1.0M |
| 2022 | 284 | $4.9M | $808,702 | $1.1M |
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 |
|---|---|---|---|---|
| LILLING & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LILLING & COMPANY, 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 | $68,917 | $35,853 | $33,064 | — | — |
| 2023 | $34,884 | $12,454 | $22,430 | — | — |
| 2022 | $19,929 | — | $19,929 | — | — |