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

> Blue Ridge Orthopaedic Associates, P.C.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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