Plan Snapshot
- Plan Sponsor: Blue Ridge Orthopaedic Associates, P.C.
- Sponsor EIN: 541048105
- Sponsor Address: 52 WEST SHIRLEY AVENUE, WARRENTON, VA, 20186
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $35.5M
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 | 122 | $35.5M | $857,734 | $763,201 |
| 2023 | 108 | $32.4M | $799,838 | $707,675 |
| 2022 | 111 | $26.8M | $788,417 | $697,501 |
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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — 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 | $2,610 | — | — | — | — |
| 2023 | $55,230 | $55,230 | — | — | — |
| 2022 | $66,493 | $66,493 | — | — | — |