Plan Snapshot
- Plan Sponsor: Orthopaedic Associates, P.A.
- Sponsor EIN: 521488479
- Sponsor Address: 8322 BELLONA AVENUE, TOWSON, MD, 21204
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2024 | 83 | $5.9M | $211,136 | $290,433 |
| 2023 | 73 | $5.4M | $177,334 | $253,345 |
| 2022 | 70 | $4.8M | $184,351 | $262,522 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $24,808 | — | $24,808 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT/FINANCIAL ADVI | $10,391 | — | $10,391 |
| BENEFIT AUDIT GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- UBS FINANCIAL SERVICES, INC. — INVESTMENT/FINANCIAL ADVI
- BENEFIT AUDIT GROUP LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,199
- Estimated Expense Ratio: 0.601% 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 |
|---|---|---|---|---|---|
| 2024 | $35,201 | $10,392 | — | — | — |
| 2023 | $33,062 | $9,512 | — | — | — |
| 2022 | $38,487 | — | — | — | — |