# Orthopaedic Surgery & Sports Medicine Specialists, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedic-surgery-sports-medicine-specialists-p-c-plan

> Orthopaedic Surgery & Sports Medicine Specialists, P.C.'s 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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