Plan Snapshot
- Plan Sponsor: Orthopaedic Center Of South Florida, P.A.
- Sponsor EIN: 650452574
- Sponsor Address: 600 S. PINE ISLAND ROAD, SUITE 405, PLANTATION, FL, 33324
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $27.7M
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 | 107 | $27.7M | $852,967 | $641,479 |
| 2023 | 106 | $24.5M | $793,171 | $583,470 |
| 2022 | 96 | $20.2M | $717,792 | $546,040 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — 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 | $89,006 | $36,650 | $52,356 | — | — |
| 2023 | $98,166 | $53,746 | $44,420 | — | — |
| 2022 | $44,115 | — | $40,865 | — | — |