# Microport Orthopedics INC. 401(k) Plan
Source: https://planprovider.pro/companies/microport-orthopedics-inc-401k-plan

> Microport Orthopedics INC.'s 401(k) plan: 399 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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