Plan Snapshot
- Plan Sponsor: Iowa Orthopaedic Center, P.C.
- Sponsor EIN: 420981845
- Sponsor Address: 450 LAUREL STREET, SUITE A, DES MOINES, IA, 50314
- Plan Type: 401(k)
- Total Participants: 364
- Total Assets: $68.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 364 | $68.9M | $2.6M | $1.7M |
| 2023 | 332 | $61.5M | $2.5M | $1.8M |
| 2022 | 337 | $57.8M | $2.4M | $1.7M |
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 |
|---|---|---|---|---|
| DENMAN CPA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENMAN CPA LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $133,822 | $133,822 | — | — | — |
| 2023 | $112,573 | $112,573 | — | — | — |
| 2022 | $140,105 | — | — | — | $140,105 |