Plan Snapshot
- Plan Sponsor: Orthopaedic Associates Of Wisconsin, S.C.
- Sponsor EIN: 391101566
- Sponsor Address: N15 W28300 GOLF ROAD, PEWAUKEE, WI, 53072
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $53.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 220 | $53.2M | $1.6M | $1.7M |
| 2023 | 195 | $46.5M | $1.6M | $1.5M |
| 2022 | 189 | $39.0M | $1.5M | $1.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $89,762 | $51,575 | $38,187 | — | — |
| 2023 | $75,973 | — | $2,155 | — | — |
| 2022 | $74,273 | $69,943 | $4,330 | — | — |