Plan Snapshot
- Plan Sponsor: Centers For Advanced Orthopaedics, LLC
- Sponsor EIN: 454852156
- Sponsor Address: 6707 DEMOCRACY BOULEVARD, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Total Participants: 2,133
- Total Assets: $196.1M
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 | 2,133 | $196.1M | $8.4M | $10.0M |
| 2023 | 1,859 | $159.1M | $7.5M | $9.6M |
| 2022 | 1,816 | $128.0M | $8.3M | $7.4M |
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 |
|---|---|---|---|---|
| JOSEPH P. MELVIN COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOSEPH P. MELVIN COMPANY, LLC — 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 | $490,805 | $162,391 | — | — | — |
| 2023 | $404,562 | $130,489 | — | — | — |
| 2022 | $357,934 | $25,613 | $248,797 | — | $83,524 |