# Bone & Joint Clinic, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/bone-joint-clinic-s-c-401k-plan

> Bone & Joint Clinic, S.C.'s 401(k) plan: 287 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bone & Joint Clinic, S.C.

- **Sponsor EIN:** 391130341

- **Sponsor Address:** 225000 HUMMINGBIRD ROAD, SUITE 100, WAUSAU, WI, 54401

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

- **Total Participants:** 287

- **Total Assets:** $44.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|287|$44.7M|$2.0M|$1.6M|

| 2023|270|$38.6M|$1.9M|$1.5M|

| 2022|251|$35.6M|$1.8M|$1.5M|

## 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|

| SVA CERTIFIED PUBLIC ACCOUNTANTS|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|$128,049|$38,278|—|—|—|

| 2023|$112,938|$37,274|—|—|—|

| 2022|$111,919|$76,207|—|—|—|

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