Plan Snapshot
- Plan Sponsor: Orthopaedic Hospital
- Sponsor EIN: 951644604
- Sponsor Address: 403 WEST ADAMS BOULEVARD, LOS ANGELES, CA, 90007
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 210 | $24.9M | $757,275 | $1.1M |
| 2023 | 207 | $23.8M | $649,009 | $1.0M |
| 2022 | 212 | $20.6M | $617,423 | $991,091 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $93,352 | $51,792 | — | — | — |
| 2023 | $78,177 | $44,046 | — | — | — |
| 2022 | $81,990 | — | $81,990 | — | — |