Plan Snapshot
- Plan Sponsor: Orthopaedic Solutions Management, LLC
- Sponsor EIN: 592929608
- Sponsor Address: 5315 AVION PARK DR, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 1,801
- Total Assets: $151.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,801 | $151.3M | $5.7M | $9.3M |
| 2023 | 1,803 | $124.9M | $5.0M | $7.5M |
| 2022 | 1,279 | $95.4M | $3.5M | $5.4M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $153,604 | $22,662 | — | — | — |
| 2023 | $84,035 | — | — | $11,655 | — |
| 2022 | $70,612 | $33,000 | — | — | $14,000 |