Plan Snapshot
- Plan Sponsor: Four Seasons Orthopaedic Center, PA
- Sponsor EIN: 020478308
- Sponsor Address: 17 RIVERSIDE ST STE 101, NASHUA, NH, 03062
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 145 | $47.1M | $1.2M | $1.0M |
| 2023 | 147 | $39.8M | $1.1M | $964,478 |
| 2022 | 131 | $34.3M | $1.1M | $838,763 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $30,000 | — | $30,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $14,186 | — | $14,186 |
| SETAWAY LLC | Recordkeeper | $9,520 | — | $9,520 |
| MCSOLEY MCCOY & CO. | Auditor | $8,800 | — | $8,800 |
| STRATEGIC ADVISORS IN | Investment Advisor | $8,196 | — | $8,196 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- MCSOLEY MCCOY & CO. — Auditor
- STRATEGIC ADVISORS IN — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,702
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 | $52,367 | $21,579 | — | $9,101 | — |
| 2024 | $70,603 | $38,196 | — | — | — |
| 2023 | $70,160 | $31,139 | — | $8,737 | — |
| 2022 | $31,868 | $4,459 | — | — | — |