# First State Orthopaedics, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/first-state-orthopaedics-p-a-510297303-501

> First State Orthopaedics, P.A.'s 401(k) plan: 356 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

## Similar Plans

- [First State Orthopaedics, P.A.](https://planprovider.pro/companies/first-state-orthopaedics-p-a-plan-001) — 595 participants

- [First State Orthopaedics, P.A.](https://planprovider.pro/companies/first-state-orthopaedics-p-a-510297303-503) — 430 participants

- [Regional Orthopaedic Associates, P.A.](https://planprovider.pro/companies/regional-orthopaedic-associates-p-a-401k-plan) — 255 participants

- [Westside Family Healthcare, INC.](https://planprovider.pro/companies/westside-family-healthcare-inc-plan-002) — 248 participants

- [Anesthesia Services, P.A.](https://planprovider.pro/companies/anesthesia-services-p-a-401k-plan) — 242 participants

- [Regional Orthopaedic Associates](https://planprovider.pro/companies/regional-orthopaedic-associates-510366909-505) — 193 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/first-state-orthopaedics-p-a-510297303-501)

© 2026 PlanProvider.Pro