# Fox Valley Orthopaedic Associates, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/fox-valley-orthopaedic-associates-s-c-401k-plan

> Fox Valley Orthopaedic Associates, S.C.'s 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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