# Orthoalliance Mso, LLC 401(k) Plan
Source: https://planprovider.pro/companies/orthoalliance-mso-llc-401k-plan

> Orthoalliance Mso, LLC's 401(k) plan: 2,327 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/barnes-dennig-and-co-ltd) — 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|—|—|—|

## Similar Plans

- [Central Ohio Primary Care Physicians, INC.](https://planprovider.pro/companies/central-ohio-primary-care-physicians-inc-401k-plan) — 2,031 participants

- [Cei Vision Partners, LLC](https://planprovider.pro/companies/cei-vision-partners-llc-401k-plan) — 1,655 participants

- [Toledo Clinic, INC.](https://planprovider.pro/companies/toledo-clinic-inc-plan-002) — 1,520 participants

- [Dermatologists Of Southwest Ohio, LLC](https://planprovider.pro/companies/dermatologists-of-southwest-ohio-llc-plan) — 1,486 participants

- [Northern Ohio Medical Specialists, LLC](https://planprovider.pro/companies/northern-ohio-medical-specialists-llc-plan-001) — 1,257 participants

- [Orthopedic One, INC.](https://planprovider.pro/companies/orthopedic-one-inc-401k-plan) — 699 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orthoalliance-mso-llc-401k-plan)

© 2026 PlanProvider.Pro