Plan Snapshot
- Plan Sponsor: Ortholonestar, PLLC
- Sponsor EIN: 842136648
- Sponsor Address: 7401 MAIN STREET, HOUSTON, TX, 77030
- Plan Type: 401(k)
- Total Participants: 1,002
- Total Assets: $231.0M
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 | 1,002 | $231.0M | $8.2M | $6.5M |
| 2023 | 919 | $198.2M | $7.7M | $5.9M |
| 2022 | 827 | $168.4M | $6.4M | $5.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
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 | $203,074 | — | $146,634 | — | — |
| 2023 | $190,059 | — | $137,068 | — | — |
| 2022 | $197,610 | — | $132,962 | — | $64,448 |