# Orthopaedic Specialty Institute Medical Group Of Orange County 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-specialty-institute-medical-group-of-orange-county-plan-001

> Orthopaedic Specialty Institute Medical Group Of Orange County's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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|

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