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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
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 | $147,360 | — | $147,360 | — | — |
| 2023 | $127,729 | — | $127,729 | — | — |
| 2022 | $134,024 | — | $134,024 | — | — |