# Englewood Orthopedic Associates 401(k) Plan
Source: https://planprovider.pro/companies/englewood-orthopedic-associates-401k-plan

> Englewood Orthopedic Associates's 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Englewood Orthopedic Associates

- **Sponsor EIN:** 223721207

- **Sponsor Address:** 910 SYLVAN AVENUE, SUITE 100, ENGLEWOOD CLIFFS, NJ, 07632

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

- **Total Participants:** 61

- **Total Assets:** $16.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|61|$16.5M|$474,456|$437,083|

| 2023|60|$13.7M|$456,909|$389,777|

| 2022|59|$13.4M|$423,860|$344,482|

## 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|

| A-J SANTYE & CO.|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|$400|$400|—|—|—|

| 2023|$275|$275|—|—|—|

| 2022|$375|$375|—|—|—|

## Similar Plans

- [New Jersey Hematology-Oncology Associates LLC](https://planprovider.pro/companies/new-jersey-hematology-oncology-associates-llc-plan-001) — 35 participants

- [Valley Emergency Room Associates, P. A.](https://planprovider.pro/companies/valley-emergency-room-associates-p-a-plan) — 26 participants

- [Mercer Eye Associates, P.A.](https://planprovider.pro/companies/mercer-eye-associates-p-a-401k-plan) — 24 participants

- [Teva Pharmaceuticals](https://planprovider.pro/companies/teva-pharmaceuticals-401k-plan) — 16 participants

- [Hirsch And Ratakonda, M.D., P.A.](https://planprovider.pro/companies/hirsch-and-ratakonda-m-d-p-a-plan) — 13 participants

- [Genesis Laboratory Management, LLC](https://planprovider.pro/companies/genesis-laboratory-management-llc-401k-plan) — 109 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/englewood-orthopedic-associates-401k-plan)

© 2026 PlanProvider.Pro