# Appalachian Orthopaedic Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/appalachian-orthopaedic-associates-p-c-401k-plan

> Appalachian Orthopaedic Associates, P.C.'s 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Appalachian Orthopaedic Associates, P.C.

- **Sponsor EIN:** 621654377

- **Sponsor Address:** 4105 FORT HENRY DRIVE, SUITE 300, KINGSPORT, TN, 37663

- **Plan Type:** 401(k)

- **Total Participants:** 134

- **Total Assets:** $22.7M

## 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|134|$22.7M|$777,776|$463,525|

| 2023|140|$21.6M|$688,475|$449,169|

| 2022|107|$18.7M|$603,523|$402,397|

## 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|

| BLACKBURN, CHILDERS & STEAGALL, PLC|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|$62,485|$19,581|$17,826|—|—|

| 2023|$56,533|$4,828|—|—|—|

| 2022|$55,528|$22,447|$15,518|—|$17,563|

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