Plan Snapshot
- Plan Sponsor: Casper Orthopaedic Associates, PC
- Sponsor EIN: 830231437
- Sponsor Address: 4140 CENTENNIAL HILLS BLVD., CASPER, WY, 82609
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $20.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 95 | $20.6M | $654,966 | $527,722 |
| 2023 | 93 | $20.6M | $614,939 | $596,468 |
| 2022 | 89 | $17.9M | $749,485 | $622,825 |
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 |
|---|---|---|---|---|
| SSA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSA, P.C. — Auditor
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 | $68,093 | $65,593 | — | — | — |
| 2023 | $66,889 | $65,989 | — | — | — |
| 2022 | $62,738 | — | — | — | — |