Plan Snapshot
- Plan Sponsor: Orthopediatrics, Corp.
- Sponsor EIN: 261761833
- Sponsor Address: 2850 FRONTIER DRIVE, WARSAW, IN, 46582
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 247
- Total Assets: $26.0M
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. |
|---|---|---|---|---|
| 2025 | 247 | $26.0M | $0 | $0 |
| 2024 | 212 | $20.6M | $880,632 | $1.8M |
| 2023 | 181 | $15.9M | $997,216 | $1.6M |
| 2022 | 134 | $8.7M | $621,634 | $1.2M |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | Recordkeeper | $5,825 | — | $5,825 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,825
- Estimated Expense Ratio: 0.022% 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 |
|---|---|---|---|---|---|
| 2025 | $2,686,137 | — | — | — | — |
| 2024 | $29,579 | — | — | — | — |
| 2023 | $16,957 | — | — | — | — |
| 2022 | $31,934 | $31,934 | — | — | — |