# Family Orthopedic Associates P 401(k) Plan
Source: https://planprovider.pro/companies/family-orthopedic-associates-p-401k-plan

> Family Orthopedic Associates P's 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WELLS FARGO ADVISORS|ADVISOR|$21,516|—|$21,516|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$6,880|—|$6,880|

| PAYCHEX, INC.|RECORDKEEPER|$5,396|—|$5,396|

| TAYLOR & MORGAN CPA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,792

- **Estimated Expense Ratio:** 0.146% 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|$72,411|$21,516|$50,035|—|—|

| 2023|$52,445|$38,626|$12,959|—|—|

| 2022|$53,388|$20,942|$32,446|—|—|

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