# Orthopaedic & Spine Center Of The Rockies, P.C. DB Plan
Source: https://planprovider.pro/companies/orthopaedic-spine-center-of-the-rockies-p-c-plan

> Orthopaedic & Spine Center Of The Rockies, P.C.'s DB plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopaedic & Spine Center Of The Rockies, P.C.

- **Sponsor EIN:** 840593455

- **Sponsor Address:** 2500 E. PROSPECT ROAD, FORT COLLINS, CO, 80525

- **Plan Type:** DB

- **Total Participants:** 138

- **Total Assets:** $15.3M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|138|$15.3M|$2.0M|$0|

| 2023|137|$12.7M|$1.8M|$0|

| 2022|130|$10.0M|$1.6M|$0|

## 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|

| AB BERNSTEIN|NONE|$76,231|—|$76,231|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,231

- **Estimated Expense Ratio:** 0.498% 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|$76,315|$76,231|—|—|—|

| 2023|$10,388|$10,117|—|—|—|

| 2022|$5,146|$5,079|—|—|—|

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