Plan Snapshot
- Plan Sponsor: Macon Orthopaedic & Hand Center, PA
- Sponsor EIN: 581334402
- Sponsor Address: 3708 NORTHSIDE DRIVE, MACON, GA, 31210
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $49.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 305 | $49.2M | $1.9M | $1.5M |
| 2023 | 318 | $43.6M | $1.6M | $1.4M |
| 2022 | 310 | $38.5M | $1.6M | $1.4M |
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 |
|---|---|---|---|---|
| RUBIO CPA, PC | 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 | $242,382 | — | $242,382 | — | — |
| 2023 | $222,611 | — | $222,611 | — | — |
| 2022 | $220,442 | — | $220,442 | — | — |