Plan Snapshot
- Plan Sponsor: Desert Orthopaedic Center
- Sponsor EIN: 910858192
- Sponsor Address: 2800 EAST DESERT INN RD., #100, LAS VEGAS, NV, 89121
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $65.5M
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 | 279 | $65.5M | $1.9M | $1.8M |
| 2023 | 265 | $55.8M | $1.9M | $1.6M |
| 2022 | 266 | $46.9M | $1.7M | $1.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $61,506 | — | $61,506 |
| MORGAN STANLEY | Investment Advisor | $34,137 | — | $34,137 |
| KUSHNER & COMPANY | Other Service Provider | $4,560 | $5,000 | $9,560 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,203
- Estimated Expense Ratio: 0.161% 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 | $182,374 | $182,374 | — | — | — |
| 2023 | $151,151 | $151,151 | — | — | — |
| 2022 | $153,071 | — | — | — | $153,071 |