Plan Snapshot
- Plan Sponsor: Orthopaedic And Neurological Rehabilitation, INC.
- Sponsor EIN: 770183906
- Sponsor Address: 8500 BLUFFSTONE COVE, AUSTIN, TX, 78759
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $433,432 |
| 2022 | 1,035 | $37.5M | $0 | $3.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $137,313 | — | $137,313 |
| CAPFINANCIAL PARTNERS LLC | ADVISOR | $53,475 | — | $53,475 |
| CRAWFORD PIMENTEL CORPORATION | ACCOUNTANT/AUDITOR | $9,100 | — | $9,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,888
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 |
|---|---|---|---|---|---|
| 2023 | $50,255 | $22,128 | — | — | — |
| 2022 | $199,888 | — | — | — | — |