# Orthopaedics Northeast, PC 401(k) Plan
Source: https://planprovider.pro/companies/orthopaedics-northeast-pc-401k-plan

> Orthopaedics Northeast, PC's 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopaedics Northeast, PC

- **Sponsor EIN:** 351496097

- **Sponsor Address:** 5050 NORTH CLINTON STREET, FORT WAYNE, IN, 46825

- **Plan Type:** 401(k)

- **Total Participants:** 339

- **Total Assets:** $104.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|339|$104.1M|$2.7M|$2.0M|

| 2023|343|$97.2M|$2.6M|$2.1M|

| 2022|370|$82.6M|$2.4M|$1.9M|

## 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|

| VESTIA PERSONAL WEALTH ADVISORS|ADVISOR|$27,183|—|$27,183|

| PENSIONMARK FINANCIAL|ADVISOR|$15,000|—|$15,000|

| FUTUREPLAN|RECORD KEEPER|$11,167|$183|$11,350|

| LARSON FINANCIAL GROUP|ADVISOR|$7,932|—|$7,932|

| WORLD INVESTMENT ADVISORS|ADVISOR|$5,000|—|$5,000|

| BADEN GAGE & SCHROEDER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VESTIA PERSONAL WEALTH ADVISORS](https://planprovider.pro/provider/vestia-personal-wealth-advisors) — ADVISOR

- [BADEN GAGE & SCHROEDER LLC](https://planprovider.pro/provider/baden-gage-and-schroeder-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,465

- **Estimated Expense Ratio:** 0.064% of plan assets

### 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|$60,130|$35,183|$24,947|—|—|

| 2023|$49,679|$39,556|$10,123|—|—|

| 2022|$66,641|—|—|—|—|

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