Plan Snapshot
- Plan Sponsor: Orthopaedics-Indianapolis, INC.
- Sponsor EIN: 351090576
- Sponsor Address: 8450 NORTHWEST BLVD, INDIANAPOLIS, IN, 462781381
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,037
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 1,037 | $0 | $0 | $0 |
| 2024 | 921 | $0 | $0 | $0 |
| 2023 | 872 | $0 | $0 | $0 |
| 2022 | 824 | $0 | $0 | $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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $29,463 | $704 | $30,167 |
| LINCON NATIONAL LIFE INSURANCE COMP | Recordkeeper | $27,350 | — | $27,350 |
| TRUE RX MANAGEMENT SERVICES, INC. | Other Service Provider | $16,183 | — | $16,183 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCON NATIONAL LIFE INSURANCE COMP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,700
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |