Plan Snapshot
- Plan Sponsor: Orthopedic Associates, Ltd.
- Sponsor EIN: 541093643
- Sponsor Address: 70 MEDICAL CENTER CIRCLE, FISHERSVILLE, VA, 22939
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $10.6M
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 | 42 | $10.6M | $334,369 | $196,864 |
| 2023 | 53 | $9.1M | $307,229 | $204,297 |
| 2022 | 44 | $7.4M | $239,046 | $188,442 |
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