Plan Snapshot
- Plan Sponsor: Oral Surgery Partners Mso, LLC
- Sponsor EIN: 834654354
- Sponsor Address: 6 MCBRIDE AND SON CENTER DR., CHESTERFIELD, MO, 63005
- Plan Type: 401(k)
- Total Participants: 980
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 980 | $50.3M | $7.2M | $4.1M |
| 2023 | 813 | $30.8M | $4.9M | $2.8M |
| 2022 | 333 | $17.6M | $2.4M | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $157,621 | $57,986 | — | — | — |
| 2023 | $108,048 | $44,609 | — | — | — |
| 2022 | $79,744 | $34,374 | — | — | — |