# Chatham Orthopaedic Associates, P.A. DC Plan
Source: https://planprovider.pro/companies/chatham-orthopaedic-associates-p-a-plan-001

> Chatham Orthopaedic Associates, P.A.'s DC plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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