Plan Snapshot
- Plan Sponsor: Fort Wayne Orthopaedics, LLC
- Sponsor EIN: 351893082
- Sponsor Address: 7601 W JEFFERSON BLVD, FORT WAYNE, IN, 468044133
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 333
- Total Assets: $65.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 333 | $65.4M | $0 | $0 |
| 2024 | 249 | $53.9M | $1.6M | $1.6M |
| 2023 | 235 | $45.7M | $1.5M | $1.6M |
| 2022 | 241 | $38.8M | $1.6M | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $44,229 | — | $44,229 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,872 | — | $8,872 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,101
- Estimated Expense Ratio: 0.081% 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 |
|---|---|---|---|---|---|
| 2025 | $935,229 | $8,872 | — | — | — |
| 2024 | $53,884 | $7,305 | — | — | — |
| 2023 | $51,433 | $7,221 | — | — | — |
| 2022 | $52,658 | $7,135 | — | — | — |