Plan Snapshot
- Plan Sponsor: Msk Group, PC Dba Orthosouth
- Sponsor EIN: 620819926
- Sponsor Address: 6077 PRIMACY PARKWAY, SUITE 140, MEMPHIS, TN, 38119
- Plan Type: 401(k)
- Total Participants: 526
- Total Assets: $92.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 526 | $92.8M | $2.9M | $2.0M |
| 2023 | 332 | $79.2M | $2.6M | $1.8M |
| 2022 | 318 | $67.9M | $2.5M | $1.6M |
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 |
|---|---|---|---|---|
| REYNOLDS, BONE & BRIESBECK, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS, BONE & BRIESBECK, PLC — 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 | $366,703 | $225,029 | $141,674 | — | — |
| 2023 | $312,454 | $198,893 | $113,561 | — | — |
| 2022 | $352,727 | $227,361 | $125,366 | — | — |