Plan Snapshot
- Plan Sponsor: Orlando Orthopaedic Center M.D. P.A.
- Sponsor EIN: 591486941
- Sponsor Address: 25 W. CRYSTAL LAKE ST., ORLANDO, FL, 32806
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $53.0M
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 | 230 | $53.0M | $1.6M | $1.3M |
| 2023 | 232 | $45.0M | $1.5M | $1.2M |
| 2022 | 207 | $38.1M | $1.4M | $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 |
|---|---|---|---|---|
| HOSKINS QUIROS PATEL & LOID | Auditor | — | — | $0 |
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 | $8,706 | $2,631 | — | — | — |
| 2023 | $6,176 | — | — | — | — |
| 2022 | $2,460 | — | $2,460 | — | — |