Plan Snapshot
- Plan Sponsor: Olympia Orthopaedic Associates, PLLC
- Sponsor EIN: 911674528
- Sponsor Address: 3909 9TH AVE SW, OLYMPIA, WA, 98502
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $52.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 376 | $52.8M | $2.5M | $2.0M |
| 2023 | 398 | $43.9M | $2.3M | $1.9M |
| 2022 | 311 | $37.3M | $2.1M | $1.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $124,896 | — | $124,896 |
| OSAIC WEALTH INC | BROKER | $5,250 | $38,590 | $43,840 |
| RPA FINANCIAL LLC | INVESTMENT ADVISORY | $11,662 | — | $11,662 |
| SPECTRUM PENSION CONSULTANTS, INC. | CONTRACT ADMINISTRATOR | $4,950 | $831 | $5,781 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- OSAIC WEALTH INC — BROKER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,179
- Estimated Expense Ratio: 0.352% 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 | $207,233 | — | $207,233 | — | — |
| 2023 | $165,542 | $47,124 | $118,418 | — | — |
| 2022 | $158,136 | $45,937 | $112,199 | — | — |