# Hunterdon Orthopaedic Institut 401(k) Plan
Source: https://planprovider.pro/companies/hunterdon-orthopedic-institute-401k-plan

> Hunterdon Orthopaedic Institut's 401(k) plan: 92 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Hunterdon Orthopaedic Institut

- **Sponsor EIN:** 222175464

- **Sponsor Address:** 8100 WESCOTT DR STE 101, FLEMINGTON, NJ, 088224671

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

- **Total Participants:** 92

- **Total Assets:** $25.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2025|92|$25.6M|$1.1M|$754,385|

| 2024|84|$22.2M|$832,992|$743,280|

| 2023|124|$18.6M|$607,469|$577,825|

| 2022|103|$14.8M|$596,805|$525,353|

## 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|

| POOLER CPA GROUP, LLC|Independent Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [POOLER CPA GROUP, LLC](https://planprovider.pro/provider/pooler-cpa-group-llc) — Independent 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|

| 2025|—|—|—|—|—|

| 2024|$75,227|$39,321|$34,946|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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