# Capital Orthopaedic And Sports Medicine Center 401(k) Plan
Source: https://planprovider.pro/companies/capital-orthopaedic-and-sports-medicine-center-plan

> Capital Orthopaedic And Sports Medicine Center's 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WILLIAMS, WEISS, HESTER & CO., PLLC|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|$75,329|$55,212|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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