# Houston Orthopaedic Surgery 401(k) Plan
Source: https://planprovider.pro/companies/houston-orthopaedic-surgery-sports-medicine-p-c-401k-plan

> Houston Orthopaedic Surgery&#39;s 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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