Plan Snapshot
- Plan Sponsor: Orthopaedic Associates Of Central Texas, P.A.
- Sponsor EIN: 742343512
- Sponsor Address: 16020 PARK VALLEY DRIVE, ROUND ROCK, TX, 78681
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $82,696 | $0 |
| 2022 | 0 | $9.1M | $120,965 | $317,700 |
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 |
|---|---|---|---|---|
| EMPLOYEE INCENTIVE PLANS, INC. | Recordkeeper | $42,556 | — | $42,556 |
| ATLASMARK FINANCIAL, INC. | Other Service Provider | $27,259 | — | $27,259 |
| FIDELITY BROKERAGE SERVICES, INC. | Custodian / Trustee | $8,178 | — | $8,178 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,993
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 |
|---|---|---|---|---|---|
| 2023 | $112,502 | $15,384 | — | $16,500 | — |
| 2022 | $144,531 | $27,259 | $50,734 | — | — |