# Orthopaedic Associates Of Corpus Christi, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-associates-of-corpus-christi-p-a-741708429-003

> Orthopaedic Associates Of Corpus Christi, P.A.'s 401(k) plan: 170 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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