# Orthopaedic Rehab Specialists, P.C. DC Plan
Source: https://planprovider.pro/companies/orthopaedic-rehab-specialists-p-c-plan

> Orthopaedic Rehab Specialists, P.C.'s DC plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| DILLON AND ASSOCIATES|INVESTMENT ADVISOR|$50,608|—|$50,608|

| SENTINEL BENEFITS GROUP, INC.|THIRD PARTY ADMIN|$32,789|—|$32,789|

| BOND & COMPANY, PLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SENTINEL BENEFITS GROUP, INC.](https://planprovider.pro/provider/sentinel-group) — THIRD PARTY ADMIN

- [BOND & COMPANY, PLC](https://planprovider.pro/provider/bond-and-company-plc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,397

- **Estimated Expense Ratio:** 0.996% 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|$87,517|$50,608|—|—|—|

| 2023|$76,471|$44,931|—|—|—|

| 2022|$71,332|$43,273|—|—|$28,059|

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