Plan Snapshot
- Plan Sponsor: Orthopaedic & Spine Surgery Of Atlanta, LLC
- Sponsor EIN: 582514978
- Sponsor Address: 3161 HOWELL MILL ROAD, ATLANTA, GA, 30327
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $2.7M
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 | 146 | $2.7M | $86,563 | $181,851 |
| 2023 | 72 | $2.5M | $81,418 | $163,056 |
| 2022 | 81 | $2.3M | $59,217 | $116,070 |
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 |
|---|---|---|---|---|
| BRADY, WARE & SCHOENFELD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, WARE & SCHOENFELD, INC. — 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 | $412,984 | — | $29,286 | — | — |
| 2023 | $568,976 | — | $23,858 | — | — |
| 2022 | $26,581 | — | — | — | — |