Plan Snapshot
- Plan Sponsor: Orthopaedic Specialty Institute Medical Group Of Orange County
- Sponsor EIN: 330905995
- Sponsor Address: 280 SOUTH MAIN STREET, ORANGE, CA, 92868
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $35.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 177 | $35.2M | $1.1M | $1.2M |
| 2023 | 183 | $29.2M | $1.0M | $1.2M |
| 2022 | 154 | $24.7M | $930,835 | $983,729 |
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 |
|---|---|---|---|---|
| YOUNGER & COMPANY, CPA | 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 | $100,874 | $62,637 | $23,690 | — | — |
| 2023 | $85,491 | $50,868 | $20,311 | — | — |
| 2022 | $88,134 | $50,644 | $28,838 | — | $8,644 |