Plan Snapshot
- Plan Sponsor: Capital Orthopaedic And Sports Medicine Center
- Sponsor EIN: 203941865
- Sponsor Address: 104 BURNEY DR., FLOWOOD, MS, 39232
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $18.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 87 | $18.2M | $1.5M | $499,190 |
| 2023 | 128 | $14.3M | $765,915 | $423,131 |
| 2022 | 119 | $11.3M | $716,554 | $400,940 |
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 |
|---|---|---|---|---|
| BANKPLUS WEALTH MANAGMENT | Other Service Provider | $55,212 | — | $55,212 |
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $20,117 | — | $20,117 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,329
- Estimated Expense Ratio: 0.414% of plan assets
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 | $75,329 | $55,212 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |