Plan Snapshot
- Plan Sponsor: Orthopedic And Sports Medicine Center Of Northern Indiana, INC.
- Sponsor EIN: 351301992
- Sponsor Address: 2310 CALIFORNIA ROAD, ELKHART, IN, 46514
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $44.6M
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. |
|---|---|---|---|---|
| 2024 | 282 | $44.6M | $1.3M | $1.4M |
| 2023 | 296 | $41.1M | $1.1M | $1.4M |
| 2022 | 246 | $37.2M | $1.2M | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $147,359 | — | $147,359 |
| LPL FINANCIAL LLC | Investment Advisor | — | $102,860 | $102,860 |
| THE BENEFITS CONSULTING GROUP | Other Service Provider | — | $20,970 | $20,970 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $271,189
- Estimated Expense Ratio: 0.607% 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 | $147,360 | — | $147,360 | — | — |
| 2023 | $127,729 | — | $127,729 | — | — |
| 2022 | $134,024 | — | $134,024 | — | — |