# Orthopaedic Specialists Of Nc, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-specialists-of-nc-p-a-401k-plan

> Orthopaedic Specialists Of Nc, P.A.'s 401(k) plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopaedic Specialists Of Nc, P.A.

- **Sponsor EIN:** 562232487

- **Sponsor Address:** 11221 GALLERIA AVE, RALEIGH, NC, 27614

- **Plan Type:** 401(k)

- **Total Participants:** 132

- **Total Assets:** $11.3M

## 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|132|$11.3M|$341,619|$592,479|

| 2023|108|$9.3M|$277,764|$476,689|

| 2022|90|$7.3M|$218,226|$395,157|

## 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|

| WILLIAMS OVERMAN PIERCE, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WILLIAMS OVERMAN PIERCE, LLP](https://planprovider.pro/provider/williams-overman-pierce-llp) — 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|$11,976|—|—|—|—|

| 2023|$10,173|—|—|—|—|

| 2022|$9,485|$9,485|—|—|—|

## Similar Plans

- [Delaney Radiologists, P.A.](https://planprovider.pro/companies/delaney-radiologists-p-a-401k-plan) — 132 participants

- [Carolinas Pathology Group, P.A.](https://planprovider.pro/companies/carolinas-pathology-group-p-a-plan) — 133 participants

- [Fayetteville Area Health Education](https://planprovider.pro/companies/fayetteville-area-health-education-foundation-inc-401k-plan) — 131 participants

- [Eastern Dermatology & Pathology, PA](https://planprovider.pro/companies/eastern-dermatology-pathology-pa-401k-plan) — 130 participants

- [Mid-Atlantic Emergency Medical Associates, PLLC](https://planprovider.pro/companies/mid-atlantic-emergency-medical-associates-pllc-401k-plan) — 136 participants

- [Mecklenburg Radiology Associates, P.A.](https://planprovider.pro/companies/mecklenburg-radiology-associates-p-a-401k-plan) — 128 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orthopaedic-specialists-of-nc-p-a-401k-plan)

© 2026 PlanProvider.Pro