Plan Snapshot
- Plan Sponsor: Orthofix Us LLC
- Sponsor EIN: 752068036
- Sponsor Address: 3451 PLANO PARKWAY, LEWISVILLE, TX, 75056
- Plan Type: 401(k)
- Total Participants: 1,277
- Total Assets: $152.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,277 | $152.6M | $5.9M | $11.3M |
| 2023 | 775 | $95.0M | $3.4M | $7.0M |
| 2022 | 777 | $80.6M | $3.3M | $6.9M |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | OTHER | $51,000 | — | $51,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $43,211 | — | $43,211 |
| BAKER TILLY VIRCHOW KRAUSE, LLP | ATTORNEY | $12,376 | — | $12,376 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,587
- Estimated Expense Ratio: 0.070% 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 | $106,587 | — | — | — | — |
| 2023 | $167,667 | — | — | — | — |
| 2022 | $101,876 | $28,125 | $73,751 | — | — |