Plan Snapshot
- Plan Sponsor: Orthopaedic Associates Of Michigan
- Sponsor EIN: 381971253
- Sponsor Address: 1111 LEFFINGWELL AVENUE NE, GRAND RAPIDS, MI, 49525
- Plan Type: DC
- Total Participants: 399
- Total Assets: $95.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 399 | $95.0M | $2.5M | $2.4M |
| 2023 | 397 | $90.4M | $2.4M | $2.5M |
| 2022 | 417 | $81.4M | $2.4M | $2.5M |
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 |
|---|---|---|---|---|
| DOLINKA, VANNOORD AND COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $176,093 | $89,719 | $39,718 | — | — |
| 2023 | $151,764 | $74,142 | $36,069 | — | — |
| 2022 | $134,144 | $49,306 | $58,784 | — | $26,054 |