Plan Snapshot
- Plan Sponsor: Midwest Orthopaedic Center S.C.
- Sponsor EIN: 371387037
- Sponsor Address: 6000 N ALLEN ROAD, PEORIA, IL, 616143294
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $51.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 115 | $51.8M | $1.2M | $985,550 |
| 2023 | 117 | $46.0M | $1.1M | $925,729 |
| 2022 | 116 | $37.6M | $1.1M | $926,778 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $6,896 | $6,076 | — | — | — |
| 2023 | $2,670 | $1,980 | — | — | — |
| 2022 | $2,188 | — | — | — | — |