# Orthocarolina, P.A. DB Plan
Source: https://planprovider.pro/companies/orthocarolina-p-a-plan-003

> Orthocarolina, P.A.'s DB plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthocarolina, P.A.

- **Sponsor EIN:** 561093722

- **Sponsor Address:** 4601 PARK ROAD, SUITE 250, CHARLOTTE, NC, 28209

- **Plan Type:** DB

- **Total Participants:** 112

- **Total Assets:** $34.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|112|$34.2M|$5.5M|$0|

| 2023|116|$31.2M|$5.1M|$0|

| 2022|119|$27.7M|$4.2M|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|$19,151|$28|—|—|—|

| 2023|$20,990|$50|—|—|—|

| 2022|$30,145|$30,145|—|—|—|

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