Plan Snapshot
- Plan Sponsor: Columbus Orthopaedic Clinic, P.A.
- Sponsor EIN: 640934204
- Sponsor Address: 670 LEIGH DRIVE, COLUMBUS, MS, 39705
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $9.7M
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 | 110 | $9.7M | $681,556 | $463,603 |
| 2023 | 101 | $11.2M | $606,462 | $410,202 |
| 2022 | 95 | $11.2M | $565,514 | $403,220 |
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 |
|---|---|---|---|---|
| NAIL MCKINNEY PROFESSIONAL ASSOC. | 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 | $105,667 | — | — | — | — |
| 2023 | $97,101 | — | — | — | — |
| 2022 | $108,493 | — | — | — | — |