# Orthofix Us LLC 401(k) Plan
Source: https://planprovider.pro/companies/orthofix-inc-401k-plan

> Orthofix Us LLC's 401(k) plan: 1,277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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