Plan Snapshot
- Plan Sponsor: Family Orthopedic Associates P
- Sponsor EIN: 382265342
- Sponsor Address: 4466 W BRISTOL RD FL 1, FLINT, MI, 485073170
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $23.2M
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 | 109 | $23.2M | $763,739 | $444,454 |
| 2023 | 103 | $23.1M | $940,963 | $512,412 |
| 2022 | 96 | $19.7M | $476,560 | $495,596 |
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 |
|---|---|---|---|---|
| TAYLOR & MORGAN CPA, P.C. | 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 | $72,411 | $21,516 | $50,035 | — | — |
| 2023 | $52,445 | $38,626 | $12,959 | — | — |
| 2022 | $53,388 | $20,942 | $32,446 | — | — |