Plan Snapshot
- Plan Sponsor: First State Orthopaedics, P.A.
- Sponsor EIN: 510297303
- Sponsor Address: 4745 OGLETOWN-STANTON ROAD, NEWARK, DE, 19713
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 356
- Total Assets: $0
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 | 356 | $0 | $0 | $0 |
| 2023 | 347 | $0 | $0 | $0 |
| 2022 | 311 | $0 | $0 | $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 |
|---|---|---|---|---|
| L & W INSURANCE INC | Investment Advisor | $87,400 | — | $87,400 |
| THE BENECON GROUP, LLC | Investment Advisor | $57,154 | — | $57,154 |
| CONNECTCARE 3 | Other Service Provider | $19,838 | — | $19,838 |
| HIGHMARK OF DE | Other Service Provider | $11,302 | — | $11,302 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,694
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |