Plan Snapshot
- Plan Sponsor: Excelsior Orthopaedics LLP
- Sponsor EIN: 161608040
- Sponsor Address: 3925 SHERIDAN DRIVE, AMHERST, NY, 14226
- Plan Type: 401(k)
- Total Participants: 655
- Total Assets: $63.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 655 | $63.0M | $2.5M | $3.2M |
| 2023 | 598 | $50.4M | $2.2M | $2.7M |
| 2022 | 531 | $39.3M | $1.9M | $2.3M |
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 |
|---|---|---|---|---|
| LUMSDEN & MCCORMICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUMSDEN & MCCORMICK — Auditor
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 | $197,817 | $87,340 | $32,641 | — | — |
| 2023 | $155,137 | $67,961 | $29,643 | — | — |
| 2022 | $134,137 | $67,744 | $66,387 | — | — |