Plan Snapshot
- Plan Sponsor: Orthopaedic Associates Of Corpus Christi, P.A.
- Sponsor EIN: 741708429
- Sponsor Address: 5917 CROSSTOWN SH 286, CORPUS CHRISTI, TX, 78417
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 170
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 170 | $13.9M | $0 | $0 |
| 2024 | 104 | $10.3M | $629,077 | $481,095 |
| 2023 | 84 | $11.6M | $581,212 | $354,866 |
| 2022 | 78 | $9.3M | $556,737 | $314,455 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | Recordkeeper | $31,899 | — | $31,899 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,899
- Estimated Expense Ratio: 0.230% 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 |
|---|---|---|---|---|---|
| 2025 | $590,524 | — | — | — | — |
| 2024 | $3,949,480 | — | — | — | — |
| 2023 | $185,426 | — | — | — | — |
| 2022 | $82,812 | — | — | — | — |