# Excel Orthopaedic Specialists DB Plan
Source: https://planprovider.pro/companies/excel-orthopaedic-specialists-plan

> Excel Orthopaedic Specialists's DB plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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