Plan Snapshot
- Plan Sponsor: Orthoalliance Mso, LLC
- Sponsor EIN: 311483173
- Sponsor Address: 50 E. BUSINESS WAY, SUITE 200, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 2,327
- Total Assets: $183.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 2,327 | $183.8M | $14.5M | $12.1M |
| 2022 | 1,351 | $104.1M | $6.6M | $5.7M |
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 |
|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | SERVICE PROVIDER | $15,776 | — | $15,776 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $13,024 | — | $13,024 |
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,800
- Estimated Expense Ratio: 0.016% 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 |
|---|---|---|---|---|---|
| 2023 | $200,012 | — | — | — | — |
| 2022 | $130,704 | $130,704 | — | — | — |