# Orthopaedic Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-associates-inc-401k-plan-001-9676

> Orthopaedic Associates INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopaedic Associates INC.

- **Sponsor EIN:** 351159676

- **Sponsor Address:** 515 READ STREET, EVANSVILLE, IN, 477101683

- **Plan Type:** 401(k)

- **Total Participants:** 163

- **Total Assets:** $27.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|163|$27.3M|$687,972|$817,142|

| 2023|142|$23.1M|$686,404|$815,929|

| 2022|130|$19.2M|$555,332|$721,043|

## 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|$46,549|—|$46,549|

| GOLDMAN SACHS PERSONAL FINANCIAL|ADVISOR|$42,937|—|$42,937|

| HARDING, SHYMANSKI, & COMPANY|ACCOUNTANT/AUDITOR|$17,525|—|$17,525|

| FREEMAN, WILL, & NIEMEIER INC|INVESTMENT ADVISOR|$13,055|—|$13,055|

| UNITED CAPITAL ADVISERS LLC|INVESTMENT ADVISOR|$9,808|—|$9,808|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [HARDING, SHYMANSKI, & COMPANY](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — ACCOUNTANT/AUDITOR

- [FREEMAN, WILL, & NIEMEIER INC](https://planprovider.pro/provider/freeman-will-and-niemeier-inc) — INVESTMENT ADVISOR

- [UNITED CAPITAL ADVISERS LLC](https://planprovider.pro/provider/goldman-sachs) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $129,874

- **Estimated Expense Ratio:** 0.476% 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|$129,875|$42,937|—|$17,525|—|

| 2023|$110,198|$37,729|—|$14,500|—|

| 2022|$108,577|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orthopaedic-associates-inc-401k-plan-001-9676)

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