# Orthopaedic Associates, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-associates-p-a-plan

> Orthopaedic Associates, P.A.'s 401(k) plan: 83 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, 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

- [BENEFIT AUDIT GROUP LLC](https://planprovider.pro/provider/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|—|—|—|—|

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