# Orthopaedic Associates Of Wisconsin, S.C. DB Plan
Source: https://planprovider.pro/companies/orthopaedic-associates-of-wisconsin-s-c-plan-003

> Orthopaedic Associates Of Wisconsin, S.C.'s DB plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopaedic Associates Of Wisconsin, S.C.

- **Sponsor EIN:** 391101566

- **Sponsor Address:** N15 W28300 GOLF ROAD, PEWAUKEE, WI, 530724800

- **Plan Type:** DB

- **Total Participants:** 164

- **Total Assets:** $28.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|164|$28.4M|$2.8M|$0|

| 2023|151|$24.8M|$3.5M|$0|

| 2022|148|$21.1M|$1.9M|$0|

## 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](https://planprovider.pro/provider/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|$55,695|$52,980|—|—|—|

| 2023|$44,786|$44,676|—|—|—|

| 2022|$41,796|$41,796|—|—|—|

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