Plan Snapshot
- Plan Sponsor: Black Hills Orthopedic And Spine Center
- Sponsor EIN: 460335970
- Sponsor Address: PO BOX 6850, RAPID CITY, SD, 55709
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 157 | $29.9M | $1.4M | $1.3M |
| 2023 | 172 | $29.1M | $1.2M | $971,815 |
| 2022 | 169 | $26.3M | $1.2M | $919,035 |
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 |
|---|---|---|---|---|
| ASCENSUS HOLDINGS, INC DBA FUTUREPL | Recordkeeper | $58,940 | — | $58,940 |
| FIRST INTERESTATE WEALTH MGMT | Other Service Provider | $54,834 | — | $54,834 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $16,625 | — | $16,625 |
| KETEL THORSTENSON, LLP | Auditor | $10,195 | — | $10,195 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KETEL THORSTENSON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,594
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 |
|---|---|---|---|---|---|
| 2025 | $105,647 | — | $27,166 | — | — |
| 2024 | $131,410 | — | $131,410 | — | — |
| 2023 | $119,295 | — | $119,295 | — | — |
| 2022 | $120,343 | — | $120,343 | — | — |