Plan Snapshot
- Plan Sponsor: Orthoindy
- Sponsor EIN: 351090576
- Sponsor Address: 8450 NORTHWEST BOULEVARD, INDIANAPOLIS, IN, 46278
- Plan Type: 401(k)
- Total Participants: 1,138
- Total Assets: $229.4M
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 | 1,138 | $229.4M | $7.7M | $6.6M |
| 2023 | 972 | $209.6M | $7.1M | $5.8M |
| 2022 | 885 | $180.6M | $6.8M | $5.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | 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 | $112,152 | $35,000 | $1,500 | — | — |
| 2023 | $116,910 | $35,000 | $1,200 | — | — |
| 2022 | $152,947 | — | — | — | — |