Plan Snapshot
- Plan Sponsor: Chatham Orthopaedic Associates, P.A.
- Sponsor EIN: 581132546
- Sponsor Address: 4425 PAULSEN STREET, SAVANNAH, GA, 31405
- Plan Type: DC
- Total Participants: 134
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 134 | $22.3M | $1.1M | $652,782 |
| 2023 | 139 | $18.4M | $1.1M | $599,057 |
| 2022 | 132 | $14.9M | $1.0M | $556,381 |
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 |
|---|---|---|---|---|
| SYMPHONA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA LLP — 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 | $65,300 | $45,115 | — | — | — |
| 2023 | $58,496 | $41,815 | — | — | — |
| 2022 | $57,312 | $30,400 | — | — | $26,912 |