Plan Snapshot
- Plan Sponsor: Orthoalliance Mso, LLC
- Sponsor EIN: 842250518
- Sponsor Address: 6022 BLUE CIRCLE DRIVE, MINNETONKA, MN, 55343
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,346
- Total Assets: $283.6M
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. |
|---|---|---|---|---|
| 2025 | 3,346 | $283.6M | $0 | $0 |
| 2024 | 2,440 | $233.4M | $16.5M | $15.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $52,039 | — | $52,039 |
| LATITUTDE SERVICE COMPANY | Other Service Provider | $42,900 | — | $42,900 |
| BAKER TILLY US LLC | Other Service Provider | $27,575 | — | $27,575 |
| BARNES DENNIG | Other Service Provider | $7,426 | — | $7,426 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,940
- Estimated Expense Ratio: 0.046% 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 |
|---|---|---|---|---|---|
| 2025 | $20,515,199 | $52,039 | $350,796 | $35,001 | — |
| 2024 | $425,402 | $112,424 | $310,528 | — | — |