# Jacksonville Orthopaedic Institute, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jacksonville-orthopaedic-institute-inc-401k-plan

> Jacksonville Orthopaedic Institute, INC.'s 401(k) plan: 388 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jacksonville Orthopaedic Institute, INC.

- **Sponsor EIN:** 593120987

- **Sponsor Address:** 1325 SAN MARCO BLVD, SUITE 701, JACKSONVILLE, FL, 32207

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

- **Total Participants:** 388

- **Total Assets:** $80.9M

## 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.|

| 2024|388|$80.9M|$1.9M|$1.9M|

| 2023|362|$76.6M|$2.5M|$1.8M|

| 2022|291|$67.4M|$2.2M|$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|

| INNOVEST PORTFOLIO SOLUTIONS LLC|NONE|$94,282|—|$94,282|

| THE VANGUARD GROUP, INC.|NONE|$42,186|—|$42,186|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,468

- **Estimated Expense Ratio:** 0.169% 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|$135,569|—|—|—|—|

| 2023|$91,840|—|—|—|—|

| 2022|$129,360|$46,538|$70,216|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jacksonville-orthopaedic-institute-inc-401k-plan)

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