Plan Snapshot
- Plan Sponsor: Orthopaedic Surgery & Sports Medicine Specialists, P.C.
- Sponsor EIN: 541560238
- Sponsor Address: 250 NAT TURNER BOULEVARD, NEWPORT NEWS, VA, 236062899
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 101 | $25.0M | $587,048 | $675,728 |
| 2023 | 122 | $22.1M | $0 | $608,082 |
| 2022 | 107 | $18.2M | $170,627 | $562,907 |
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 |
|---|---|---|---|---|
| PBMARES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES, LLP — 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 | $57,425 | $56,250 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |