# Optim Orthopedics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/optim-orthopedics-llc-401k-plan

> Optim Orthopedics, LLC's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Optim Orthopedics, LLC

- **Sponsor EIN:** 472413464

- **Sponsor Address:** 210 EAST DERENNE AVE, SAVANNAH, GA, 31405

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

- **Total Participants:** 238

- **Total Assets:** $46.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|238|$46.3M|$1.4M|$1.6M|

| 2023|203|$39.7M|$1.7M|$1.5M|

| 2022|203|$32.9M|$1.2M|$1.4M|

## 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|

| ADP, INC.|RECORD KEEPER|$38,494|—|$38,494|

| ENNIS, PELLUM & ASSOCIATES|ACCOUNTANT|$24,950|—|$24,950|

| HPM PARTNERS, LLC|INVESTMENT/FINANCIAL ADVI|$8,606|—|$8,606|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [ENNIS, PELLUM & ASSOCIATES](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,050

- **Estimated Expense Ratio:** 0.156% 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|$72,051|$33,856|—|—|—|

| 2023|$72,221|$36,265|—|—|—|

| 2022|$82,494|—|—|—|—|

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