# Orthocincy Orthopaedics & Sports Me 401(k) Plan
Source: https://planprovider.pro/companies/orthocincy-orthopaedics-sports-me-401k-plan

> Orthocincy Orthopaedics & Sports Me's 401(k) plan: 543 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthocincy Orthopaedics & Sports Me

- **Sponsor EIN:** 611274265

- **Sponsor Address:** 560 SOUTH LOOP ROAD, EDGEWOOD, KY, 41017

- **Plan Type:** 401(k)

- **Total Participants:** 543

- **Total Assets:** $65.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|543|$65.2M|$3.6M|$2.3M|

| 2023|445|$55.3M|$3.1M|$2.2M|

| 2022|361|$43.5M|$2.6M|$1.8M|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$75,294|—|$75,294|

| OPUS CAPITAL GROUP LLC|INVESTMENT ADVISOR|$70,266|—|$70,266|

| MORGAN STANLEY|NONE|$31,294|—|$31,294|

| FUTURES PLANNING GROUP, INC.|CONTRACT ADMIN|$25,455|—|$25,455|

| RAYMOND JAMES|NONE|$19,210|—|$19,210|

| WEALTH DIMENSIONS|NONE|$17,348|—|$17,348|

| MORGAN STANLEY WEALTH MANAGEMENT|NONE|$16,344|—|$16,344|

| ALLWORTH FINANCIAL|NONE|$14,941|—|$14,941|

| THOR WEALTH MANAGEMENT|NONE|$11,955|—|$11,955|

| BESTEN & DIERUF, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $282,107

- **Estimated Expense Ratio:** 0.432% 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|

| 2024|$375,162|$202,975|$25,905|—|—|

| 2023|$224,760|$146,955|$3,525|—|—|

| 2022|$254,241|$130,654|—|—|$123,587|

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