Plan Snapshot
- Plan Sponsor: Houston Orthopaedic Surgery
- Sponsor EIN: 582394003
- Sponsor Address: 3051 WATSON BLVD, WARNER ROBINS, GA, 31093
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 84 | $19.1M | $179,380 | $423,357 |
| 2023 | 93 | $17.9M | $566,963 | $442,885 |
| 2022 | 93 | $16.7M | $507,066 | $436,513 |
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 |
|---|---|---|---|---|
| CLH CPAS, LLC. | 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 | $85,135 | $34,385 | $50,750 | — | — |
| 2023 | $79,981 | $32,394 | $47,587 | — | — |
| 2022 | $77,009 | $31,949 | $45,060 | — | — |