Plan Snapshot
- Plan Sponsor: Flagship Oral Surgery Partners, LLC
- Sponsor EIN: 871634449
- Sponsor Address: 5550 77 CENTER DRIVE, CHARLOTTE, NC, 28217
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $32.8M
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 | 569 | $32.8M | $871,521 | $2.2M |
| 2023 | 504 | $17.8M | $769,585 | $1.8M |
| 2022 | 227 | $13.6M | $0 | $718,839 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $95,645 | — | $95,645 | — | — |
| 2023 | $3,364 | — | $3,364 | — | — |
| 2022 | $2,307 | — | $2,307 | — | — |