# Orthoconnecticut, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/orthoconnecticut-pc-401k-plan

> Orthoconnecticut, PLLC's 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthoconnecticut, PLLC

- **Sponsor EIN:** 060851044

- **Sponsor Address:** 2 RIVERVIEW DRIVE,, DANBURY, CT, 06840

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

- **Total Participants:** 189

- **Total Assets:** $63.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|189|$63.1M|$533,116|$1.3M|

| 2023|180|$55.5M|$1.8M|$1.3M|

| 2022|158|$49.8M|$1.6M|$1.1M|

## 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|

| ADP, INC.|RECORD KEEPER|$27,968|—|$27,968|

| TEPLITZKY AND COMPANY P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,968

- **Estimated Expense Ratio:** 0.044% 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|$27,969|$75|—|—|—|

| 2023|$24,455|—|—|—|—|

| 2022|$23,539|—|—|—|—|

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