Plan Snapshot
- Plan Sponsor: Orthopaedic Associates Of Allentown
- Sponsor EIN: 231857130
- Sponsor Address: 250 CETRONIA ROAD, ALLENTOWN, PA, 18104
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $39.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 142 | $39.1M | $643,877 | $1.1M |
| 2023 | 160 | $36.0M | $626,804 | $1.0M |
| 2022 | 143 | $30.0M | $579,851 | $899,167 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $81,541 | — | $81,541 |
| TRINITY ADVISORS | SERVICE PROVIDER | $47,665 | — | $47,665 |
| CLIFTIONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- CLIFTIONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,206
- Estimated Expense Ratio: 0.331% 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 | $78,458 | $47,665 | $30,793 | — | — |
| 2023 | $71,412 | — | — | — | — |
| 2022 | $70,710 | — | — | — | — |