Plan Snapshot
- Plan Sponsor: Midstate Orthopaedic & Sports Medicine Center, INC.
- Sponsor EIN: 721310991
- Sponsor Address: 3444 MASONIC DRIVE, ALEXANDRIA, LA, 71301
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $46 | $135,602 | $223,111 |
| 2022 | 110 | $7.7M | $220,385 | $455,298 |
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 |
|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | Recordkeeper | $37,330 | $6,768 | $44,098 |
| INDEPENDENT FINANCIAL PARTNERS | Investment Advisor | $33,838 | — | $33,838 |
| COOK, MARTIN & POULSON, PC | Auditor | $31,646 | — | $31,646 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $18,518 | — | $18,518 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,100
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 | — | — | — | — | — |
| 2023 | $58,680 | — | $58,680 | — | — |
| 2022 | $25,858 | $25,858 | — | — | — |