# Orthopaedic Associates Of Muskegon, PC 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-associates-of-401k-plan

> Orthopaedic Associates Of Muskegon, PC's 401(k) plan: 204 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 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|—|—|—|—|

## Similar Plans

- [Upper Great Lakes Family Health Center](https://planprovider.pro/companies/upper-great-lakes-family-heath-center-plan) — 199 participants

- [Huron Gastroenterology Associates, P.C.](https://planprovider.pro/companies/huron-gastroenterology-associates-p-c-401k-plan) — 197 participants

- [Glendale Neurological Associates, P.C.](https://planprovider.pro/companies/glendale-neurological-associates-p-c-401k-plan) — 213 participants

- [Metropolitan Enterprises](https://planprovider.pro/companies/metropolitan-enterprises-401k-plan) — 214 participants

- [Michigan Surgery Specialists, P.C.](https://planprovider.pro/companies/michigan-surgery-specialists-p-c-401k-plan) — 192 participants

- [S.L. Husain Hamzavi, M.D. PC](https://planprovider.pro/companies/s-l-husain-hamzavi-md-pc-401k-plan) — 185 participants

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

© 2026 PlanProvider.Pro