Plan Snapshot
- Plan Sponsor: Carolina Orthopaedic And Neurosurgical Associates, P.A.
- Sponsor EIN: 570510670
- Sponsor Address: 1330 BOILING SPRINGS ROAD, SPARTANBURG, SC, 29303
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $17.2M
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 | 179 | $17.2M | $914,157 | $927,436 |
| 2023 | 178 | $17.3M | $1.2M | $809,367 |
| 2022 | 174 | $14.6M | $1.1M | $862,742 |
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 |
|---|---|---|---|---|
| GOSNELL MENARD ROBINSON INFANTE CPA | 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 | $49,179 | $34,023 | $15,156 | — | — |
| 2023 | $48,396 | — | $48,396 | — | — |
| 2022 | $49,245 | — | $49,245 | — | — |