Plan Snapshot
- Plan Sponsor: Gem City Bone & Joint, P.C.
- Sponsor EIN: 830219655
- Sponsor Address: 1909 VISTA DRIVE, LARAMIE, WY, 82070
- Plan Type: DB
- Total Participants: 131
- Total Assets: $10.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $10.7M | $1.8M | $0 |
| 2023 | 135 | $8.3M | $2.0M | $0 |
| 2022 | 152 | $6.1M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| WEALTH MANAGEMENT ADVISORS, LLC | Other Service Provider | $35,637 | — | $35,637 |
| SOUKUP BUSH & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOUKUP BUSH & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,637
- Estimated Expense Ratio: 0.332% 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 |
|---|---|---|---|---|---|
| 2024 | $35,917 | $35,637 | — | — | — |
| 2023 | $31,722 | $31,687 | — | — | — |
| 2022 | $27,510 | $27,290 | — | — | — |