# Cape Fear Orthopaedic Clinic, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/cape-fear-orthopaedic-clinic-p-a-401k-plan

> Cape Fear Orthopaedic Clinic, P.A.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cape Fear Orthopaedic Clinic, P.A.

- **Sponsor EIN:** 561047051

- **Sponsor Address:** 4140 FERNCREEK DRIVE, SUITE 801, FAYETTEVILLE, NC, 28314

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

- **Total Participants:** 0

- **Total Assets:** $7.9M

## 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|0|$7.9M|$88,023|$118,455|

| 2023|63|$7.7M|$119,049|$152,166|

| 2022|123|$9.9M|$213,787|$232,424|

## 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|

| SMITH LEONARD PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH LEONARD PLLC](https://planprovider.pro/provider/smith-leonard-pllc) — 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|$60,570|$56,020|$4,100|—|—|

| 2023|$35,479|$32,856|—|—|—|

| 2022|—|—|—|—|—|

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