# Center For Orthopedic Research And Excellence, INC. 401(k) Plan
Source: https://planprovider.pro/companies/center-for-orthopedic-research-and-excellence-inc-401k-plan

> Center For Orthopedic Research And Excellence, INC.'s 401(k) plan: 2,976 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Center For Orthopedic Research And Excellence, INC.

- **Sponsor EIN:** 201456157

- **Sponsor Address:** 18444 N 25TH AVE, PHOENIX, AZ, 85023

- **Plan Type:** 401(k)

- **Total Participants:** 2,976

- **Total Assets:** $97.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|2,976|$97.1M|$4.0M|$8.3M|

| 2023|2,785|$81.6M|$3.3M|$7.1M|

| 2022|1,779|$59.9M|$2.6M|$5.3M|

## 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|

| VASQUEZ & COMPANY LLP|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|$63,771|—|$63,771|—|—|

| 2023|$22,525|—|$22,525|—|—|

| 2022|$25,897|—|$25,897|—|—|

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