Plan Snapshot
- Plan Sponsor: Excel Orthopaedic Specialists
- Sponsor EIN: 042746756
- Sponsor Address: 200 UNICORN PARK DRIVE, SUITE 201, WOBURN, MA, 01801
- Plan Type: DB
- Total Participants: 94
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 94 | $7.6M | $903,922 | $0 |
| 2023 | 95 | $6.1M | $595,000 | $0 |
| 2022 | 92 | $4.9M | $424,765 | $0 |
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 |
|---|---|---|---|---|
| SHEPHERD FINANCIAL PARTNERS | Other Service Provider | $62,617 | — | $62,617 |
| PFK O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,617
- Estimated Expense Ratio: 0.825% 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 | $62,616 | $62,616 | — | — | — |
| 2023 | $49,851 | $49,851 | — | — | — |
| 2022 | $46,380 | $46,380 | — | — | — |