# Great Lakes Orthopaedic Center 401(k) Plan
Source: https://planprovider.pro/companies/great-lakes-orthopaedic-center-401k-plan

> Great Lakes Orthopaedic Center's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Great Lakes Orthopaedic Center

- **Sponsor EIN:** 383202597

- **Sponsor Address:** 4045 WEST ROYAL DRIVE, TRAVERSE CITY, MI, 49684

- **Plan Type:** 401(k)

- **Total Participants:** 81

- **Total Assets:** $26.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|81|$26.8M|$758,120|$476,501|

| 2023|75|$24.8M|$739,314|$441,336|

| 2022|73|$20.4M|$642,278|$403,372|

## 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|

| GREENLEAF TRUST|TRUSTEE|$84,890|—|$84,890|

| REHMANN ROBSON, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,890

- **Estimated Expense Ratio:** 0.317% 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|$84,890|$78,147|—|—|—|

| 2023|$62,826|$58,156|—|—|—|

| 2022|$78,272|—|—|—|$78,272|

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