# Kennedy, White & Riggs Orthopaedic Surgery 401(k) Plan
Source: https://planprovider.pro/companies/kennedy-white-riggs-orthopaedic-surgery-401k-plan

> Kennedy, White & Riggs Orthopaedic Surgery's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kennedy, White & Riggs Orthopaedic Surgery

- **Sponsor EIN:** 592227075

- **Sponsor Address:** 6050 CATTLERIDGE BLVD.,, SARASOTA, FL, 34232

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

- **Total Participants:** 119

- **Total Assets:** $15.6M

## 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|119|$15.6M|$377,880|$828,156|

| 2023|99|$13.3M|$346,922|$759,296|

| 2022|100|$12.1M|$353,300|$725,391|

## 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|

| LEVEL FOUR ADVISORY SERVICES, LLC|NONE|$31,433|—|$31,433|

| CPI QUALIFIED PLAN CONSULTANTS, INC|NONE|$17,516|—|$17,516|

| KERKERING BARBERIO & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — NONE

- [KERKERING BARBERIO & COMPANY](https://planprovider.pro/provider/kerkering-barberio-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,949

- **Estimated Expense Ratio:** 0.315% 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|$48,949|$31,433|$5,729|—|—|

| 2023|$38,849|$23,094|$5,253|—|—|

| 2022|$3,680|$581|$3,099|—|—|

## Similar Plans

- [Lakeview Healthcare Enterprise](https://planprovider.pro/companies/lakeview-healthcare-enterprise-401k-plan) — 308 participants

- [Emed LLC](https://planprovider.pro/companies/emed-llc-plan) — 309 participants

- [Medical Specialists Of The Palm Beaches, INC.](https://planprovider.pro/companies/medical-specialists-of-the-palm-beaches-inc-401k-plan) — 316 participants

- [Tallahassee Orthopedic Clinic Iii P.L.](https://planprovider.pro/companies/tallahassee-orthopedic-clinic-iii-p-l-plan) — 320 participants

- [Simedhealth, L.L.C.](https://planprovider.pro/companies/simedhealth-l-l-c-401k-plan) — 324 participants

- [Roy Hinman, Md Dba Island Doctors](https://planprovider.pro/companies/roy-hinman-md-dba-island-doctors-401k-plan) — 326 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kennedy-white-riggs-orthopaedic-surgery-401k-plan)

© 2026 PlanProvider.Pro