# Norwich Orthopedic Group, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/norwich-orthopedic-group-p-c-401k-plan

> Norwich Orthopedic Group, P.C.'s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Norwich Orthopedic Group, P.C.

- **Sponsor EIN:** 060870975

- **Sponsor Address:** 82 NEW PARK AVENUE, NORTH FRANKLIN, CT, 062541807

- **Plan Type:** 401(k)

- **Total Participants:** 123

- **Total Assets:** $32.8M

## 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|123|$32.8M|$1.2M|$952,695|

| 2023|133|$26.9M|$1.3M|$965,669|

| 2022|123|$21.6M|$1.2M|$907,271|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$16,103|—|$16,103|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$8,971|—|$8,971|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,074

- **Estimated Expense Ratio:** 0.076% of plan assets

### 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|$25,554|—|—|—|—|

| 2023|$14,836|—|—|—|—|

| 2022|$10,072|—|—|—|—|

## Similar Plans

- [Woodland Anesthesiology Associates, P.C.](https://planprovider.pro/companies/woodland-anesthesiology-associates-p-c-401k-plan) — 137 participants

- [Southern Connecticut Vascular Center, LLC](https://planprovider.pro/companies/southern-connecticut-vascular-center-llc-plan) — 108 participants

- [Collins Medical Associates 2, P.C.](https://planprovider.pro/companies/collins-medical-associates-2-p-c-401k-plan) — 140 participants

- [Bristol Hospital Ems, INC.](https://planprovider.pro/companies/bristol-hospital-ems-inc-401k-plan) — 147 participants

- [Naugatuck Valley Radiological Associates, P.C.](https://planprovider.pro/companies/naugatuck-valley-radiological-associates-p-c-401k-plan) — 90 participants

- [Comprehensive Orthopaedics & Musculoskeletal Care,](https://planprovider.pro/companies/comprehensive-orthopaedics-musculoskeletal-care-401k-plan) — 67 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/norwich-orthopedic-group-p-c-401k-plan)

© 2026 PlanProvider.Pro