Plan Snapshot
- Plan Sponsor: Midamerica Orthopaedics S.C.
- Sponsor EIN: 263727319
- Sponsor Address: 19065 HICKORY CREEK DR. SUITE 300, MOKENA, IL, 60448
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 125 | $13.3M | $338,880 | $526,935 |
| 2023 | 119 | $11.5M | $316,018 | $499,032 |
| 2022 | 111 | $9.5M | $286,007 | $497,076 |
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 |
|---|---|---|---|---|
| EIFEL RAMBO ADVISORY GROUP, LTD. | 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 | $59,765 | — | $59,765 | — | — |
| 2023 | $48,882 | — | $48,882 | — | — |
| 2022 | $44,773 | — | $44,773 | — | — |