Plan Snapshot
- Plan Sponsor: Ortho Sport And Spine Physicians
- Sponsor EIN: 464698144
- Sponsor Address: 5788 ROSEWELL RD, ATLANTA, GA, 30327
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $8.6M
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 | 316 | $8.6M | $1.3M | $1.8M |
| 2023 | 352 | $5.0M | $226,107 | $1.2M |
| 2022 | 190 | $1.9M | $215,177 | $663,636 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $43,924 | — | $43,924 |
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | — | $28,990 | $28,990 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,914
- Estimated Expense Ratio: 0.844% 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 | $44,544 | $730 | $41,864 | — | — |
| 2023 | $19,354 | $351 | $17,753 | — | — |
| 2022 | $5,542 | — | — | — | — |