Plan Snapshot
- Plan Sponsor: Gem City Bone & Joint, P.C.
- Sponsor EIN: 830219655
- Sponsor Address: 1909 VISTA DRIVE, LARAMINE, WY, 82070
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $18.3M
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. |
|---|---|---|---|---|
| 2024 | 135 | $18.3M | $482,229 | $801,384 |
| 2023 | 134 | $16.3M | $448,921 | $775,388 |
| 2022 | 129 | $14.0M | $404,163 | $631,199 |
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 |
|---|---|---|---|---|
| SOUKUP BUSH & ASSOCIATES, CPAS, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOUKUP BUSH & ASSOCIATES, CPAS, P.C — Auditor
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 | $85,124 | $79,586 | — | — | — |
| 2023 | $81,891 | — | — | — | — |
| 2022 | $104,720 | — | — | — | $104,720 |