# Orthopaedic & Spine Surgery Of Atlanta, LLC 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-spine-surgery-of-atlanta-llc-401k-plan

> Orthopaedic & Spine Surgery Of Atlanta, LLC's 401(k) plan: 146 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 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.](https://planprovider.pro/provider/brady-ware-and-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|—|—|—|—|

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