# New England Orthopedic Surgeons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/new-england-orthopedic-surgeons-inc-plan-004

> New England Orthopedic Surgeons, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New England Orthopedic Surgeons, INC.

- **Sponsor EIN:** 042521996

- **Sponsor Address:** 300 BIRNIE AVENUE,, SPRINGFIELD, MA, 01107

- **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:** 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.|

| 2025|0|$0|$0|$0|

| 2024|241|$61.0M|$1.8M|$1.4M|

| 2023|233|$52.0M|$1.6M|$1.3M|

| 2022|283|$43.6M|$1.5M|$1.2M|

## 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|

| SWBC INVESTMENT ADVISORY SERVICES|N/A|$28,035|—|$28,035|

| VANGUARD GROUP, INC.|N/A|$8,711|—|$8,711|

| COHNREZNICK LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,746

### 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|

| 2025|$18,539|—|$18,539|—|—|

| 2024|$36,746|—|$36,746|—|—|

| 2023|$31,332|—|$31,332|—|—|

| 2022|$7,932|—|$7,932|—|—|

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