Plan Snapshot
- Plan Sponsor: Orthopaedic Rehab Specialists, P.C.
- Sponsor EIN: 382737469
- Sponsor Address: 3073 SHIRLEY DRIVE, JACKSON, MI, 49201
- Plan Type: DC
- Total Participants: 139
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $8.4M | $182,957 | $315,843 |
| 2023 | 140 | $11.9M | $232,382 | $329,531 |
| 2022 | 132 | $9.3M | $299,886 | $338,094 |
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 |
|---|---|---|---|---|
| BOND & COMPANY, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOND & COMPANY, PLC — 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 | $87,517 | $50,608 | — | — | — |
| 2023 | $76,471 | $44,931 | — | — | — |
| 2022 | $71,332 | $43,273 | — | — | $28,059 |