Plan Snapshot
- Plan Sponsor: Barrington Orthopedic Specialists, Ltd.
- Sponsor EIN: 363062013
- Sponsor Address: 929 W HIGGINS ROAD, SCHAUMBURG, IL, 60195
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $46.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $46.2M | $513,447 | $1.1M |
| 2023 | 154 | $38.9M | $460,063 | $981,465 |
| 2022 | 138 | $32.1M | $437,826 | $922,290 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD | 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 | $50,131 | $49,011 | — | — | — |
| 2023 | $46,480 | $45,180 | $1,300 | — | — |
| 2022 | $44,438 | $42,731 | $1,707 | — | — |