Plan Snapshot
- Plan Sponsor: Midwest Orthopaedic Consultants, Sc
- Sponsor EIN: 364005696
- Sponsor Address: 10719 W. 160TH ST., ORLAND PARK, IL, 60467
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 77 | $13.9M | $517,956 | $440,699 |
| 2023 | 81 | $12.1M | $451,308 | $418,486 |
| 2022 | 85 | $10.3M | $445,088 | $410,784 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | 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 | $82,887 | $49,972 | $9,359 | — | — |
| 2023 | $72,951 | $45,318 | $7,474 | — | — |
| 2022 | $67,057 | $40,018 | $27,039 | — | — |