Plan Snapshot
- Plan Sponsor: Center For Orthopaedics And Spine, LLC
- Sponsor EIN: 843425820
- Sponsor Address: 1747 IMPERIAL BOULEVARD, LAKE CHARLES, LA, 70605
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 128 | $21.9M | $1.1M | $765,823 |
| 2023 | 133 | $18.3M | $931,575 | $780,713 |
| 2022 | 110 | $13.8M | $828,822 | $691,598 |
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 |
|---|---|---|---|---|
| PLITZ, WILLIAMS, LAROSA AND CO. | 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 | $18,832 | — | $18,832 | — | — |
| 2023 | $14,769 | — | $14,769 | — | — |
| 2022 | $15,032 | $15,032 | — | — | — |