Plan Snapshot
- Plan Sponsor: Fox Valley Orthopaedic Associates, S.C.
- Sponsor EIN: 362796281
- Sponsor Address: 2525 KANEVILLE ROAD, GENEVA, IL, 60134
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $45.6M
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 | 255 | $45.6M | $1.2M | $1.4M |
| 2023 | 225 | $38.4M | $1.1M | $1.2M |
| 2022 | 169 | $30.9M | $922,055 | $1.0M |
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 |
|---|---|---|---|---|
| DUGAN & LOPATKA | 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 | $54,093 | — | $54,093 | — | — |
| 2023 | $47,670 | — | $47,670 | — | — |
| 2022 | $45,955 | — | $45,955 | — | — |