Plan Snapshot
- Plan Sponsor: Orthoalaska, LLC
- Sponsor EIN: 475401292
- Sponsor Address: 3801 LAKE OTIS PKWY SUITE 300, ANCHORAGE, AK, 99508
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $44.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 483 | $44.3M | $2.5M | $3.1M |
| 2023 | 318 | $35.0M | $2.1M | $2.2M |
| 2022 | 272 | $27.1M | $1.7M | $1.9M |
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 P.C. | 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 | $68,695 | $68,695 | — | — | — |
| 2023 | $56,909 | $43,629 | — | — | — |
| 2022 | $77,467 | $41,793 | $35,599 | — | — |