Plan Snapshot
- Plan Sponsor: Orthopaedic Associates, P.A.
- Sponsor EIN: 592921954
- Sponsor Address: 1034 MAR WALT DRIVE, SUITE 310, FORT WALTON BEACH, FL, 32547
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 0 | $17.1M | $503,713 | $475,893 |
| 2023 | 120 | $11.6M | $668,376 | $633,963 |
| 2022 | 169 | $9.0M | $474,713 | $318,855 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — 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 | $54,387 | — | $54,387 | — | — |
| 2023 | $62,289 | — | — | — | — |
| 2022 | — | — | — | — | — |