Plan Snapshot
- Plan Sponsor: Excel Orthopaedic Specialists
- Sponsor EIN: 042746756
- Sponsor Address: 200 UNICORN PARK, SUITE 201, WOBURN, MA, 01801
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $28.2M
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 | 94 | $28.2M | $857,169 | $682,967 |
| 2023 | 95 | $23.1M | $832,244 | $642,003 |
| 2022 | 87 | $17.8M | $702,227 | $537,702 |
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 |
|---|---|---|---|---|
| ASCENSUS TRUST | Other Service Provider | — | $9,290 | $9,290 |
| PFK O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PFK O'CONNOR DAVIES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,290
- Estimated Expense Ratio: 0.033% 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 | $9,290 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $5,335 | — | — | — | — |