Plan Snapshot
- Plan Sponsor: Columbia Orthopaedic Group LLP
- Sponsor EIN: 431427548
- Sponsor Address: 1 SOUTH KEENE STREET, COLUMBIA, MO, 65201
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $51.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 260 | $51.0M | $1.3M | $1.4M |
| 2023 | 173 | $45.4M | $1.4M | $1.0M |
| 2022 | 160 | $38.2M | $1.2M | $955,212 |
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 |
|---|---|---|---|---|
| CENTRAL TRUST COMPANY | Other Service Provider | $59,569 | — | $59,569 |
| CHARLES SCHWAB | Recordkeeper | $34,199 | — | $34,199 |
| ASCENSUS LLC | Other Service Provider | $20,436 | — | $20,436 |
| CETERA | Other Service Provider | $16,152 | — | $16,152 |
| EDWARD D. JONES & CO., L.P. | Other Service Provider | $5,896 | — | $5,896 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,252
- Estimated Expense Ratio: 0.267% of plan assets
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 | $155,871 | $134,777 | $20,541 | — | — |
| 2023 | $152,336 | $133,998 | $17,860 | — | — |
| 2022 | $200,280 | $122,658 | $21,951 | — | — |