# Dickson-Diveley Midwest Orthopaedic Clinic, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dickson-diveley-midwest-orthopaedic-clinic-llc-401k-plan

> Dickson-Diveley Midwest Orthopaedic Clinic, LLC's 401(k) plan: 596 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dickson-Diveley Midwest Orthopaedic Clinic, LLC

- **Sponsor EIN:** 431424154

- **Sponsor Address:** 3651 COLLEGE BLVD, LEAWOOD, KS, 66211

- **Plan Type:** 401(k)

- **Total Participants:** 596

- **Total Assets:** $57.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|596|$57.7M|$3.4M|$3.3M|

| 2023|538|$45.2M|$3.0M|$2.9M|

| 2022|511|$35.8M|$2.8M|$2.6M|

## 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 INSURANCE COMPANY O|RECORDKEEPER|$81,698|—|$81,698|

| INTELLICENTS INVESTMENT SOLUTIONS I|INVESTMENT ADVISOR|$42,000|—|$42,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$22,238|—|$22,238|

| CAPITAL MANAGEMENT SERVICES, INC.|BROKERAGE SERVICES|$7,835|—|$7,835|

| PC&M PICKETT CHANEY & MCMUL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PC&M PICKETT CHANEY & MCMUL](https://planprovider.pro/provider/pickett-chaney-and-mcmullen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $153,771

- **Estimated Expense Ratio:** 0.266% 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|$153,771|$64,238|—|—|—|

| 2023|$124,920|$57,684|—|—|—|

| 2022|$82,963|—|$82,963|—|—|

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- [Gracemed Health Clinic, INC.](https://planprovider.pro/companies/gracemed-health-clinic-inc-401k-plan) — 310 participants

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