Plan Snapshot
- Plan Sponsor: Orthopaedic Associates Of Muskegon, PC
- Sponsor EIN: 382192991
- Sponsor Address: 1400 MERCY DR STE 100, MUSKEGON, MI, 494441836
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $35.3M
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 | 204 | $35.3M | $1.5M | $1.1M |
| 2023 | 209 | $30.2M | $1.2M | $986,956 |
| 2022 | 166 | $24.9M | $671,240 | $762,260 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $40,903 | — | $40,903 |
| BRICKLEY DELONG, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,903
- Estimated Expense Ratio: 0.116% 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 | $40,903 | — | $40,303 | — | — |
| 2023 | $33,567 | — | $33,017 | — | — |
| 2022 | $29,013 | — | — | — | — |