Plan Snapshot
- Plan Sponsor: Microport Orthopedics INC.
- Sponsor EIN: 463372486
- Sponsor Address: 5677 AIRLINE RD, ARLINGTON, TN, 38002
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $66.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 399 | $66.6M | $1.5M | $3.4M |
| 2023 | 487 | $62.5M | $1.7M | $3.9M |
| 2022 | 515 | $53.6M | $1.6M | $3.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $74,511 | — | $74,511 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $41,757 | — | $41,757 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,268
- Estimated Expense Ratio: 0.175% 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 | $116,268 | $41,757 | — | — | — |
| 2023 | $70,379 | $35,447 | $1,200 | — | — |
| 2022 | $80,021 | $36,307 | — | — | — |