Cape Cod Orthopedics And Sports Medicine, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cape Cod Orthopedics And Sports Medicine, P.C.
  • Sponsor EIN: 043092149
  • Sponsor Address: 130 NORTH STREET, HYANNIS, MA, 02601
  • Plan Type: 401(k)
  • Total Participants: 82
  • Total Assets: $20.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202482$20.0M$528,673$475,153
202379$18.3M$484,141$461,837
202272$15.7M$419,702$413,773

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