# Carolina Orthopaedic And Neurosurgical Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/carolina-orthopaedic-and-neurosurgical-associates-p-a-401k-plan

> Carolina Orthopaedic And Neurosurgical Associates, P.A.'s 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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