Plan Snapshot
- Plan Sponsor: Capital Region Orthopaedic Associates, P.C.
- Sponsor EIN: 141633562
- Sponsor Address: 1367 WASHINGTON AVENUE, ALBANY, NY, 12206
- Plan Type: DC
- Total Participants: 384
- Total Assets: $66.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 384 | $66.8M | $0 | $0 |
| 2024 | 342 | $59.9M | $0 | $0 |
| 2023 | 349 | $51.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| TEAL BECKER CHIARAMENTE CPA'S OC | 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 |
|---|---|---|---|---|---|
| 2025 | $180,886 | $166,029 | $200 | — | — |
| 2024 | $177,857 | $163,193 | $200 | — | — |
| 2023 | $154,980 | $154,980 | — | — | — |