Plan Snapshot
- Plan Sponsor: Orthopaedic And Sports Medicine Center - Norman, P
- Sponsor EIN: 730956029
- Sponsor Address: 825 EAST ROBINSON STREET, NORMAN, OK, 73071
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 53 | $6.4M | $184,169 | $301,576 |
| 2023 | 75 | $6.1M | $175,174 | $324,497 |
| 2022 | 79 | $5.6M | $173,082 | $315,592 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $15,076 | $14,320 | — | — | — |
| 2023 | $16,017 | $14,617 | — | — | — |
| 2022 | $15,048 | — | — | — | — |