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

> Orthopaedic Associates Of Allentown's 401(k) plan: 142 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 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CLIFTIONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|—|—|

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