Plan Snapshot
- Plan Sponsor: Orthopedic Associates Of Lancaster, Ltd.
- Sponsor EIN: 231879220
- Sponsor Address: 2913 SPOOKY NOOK RD, MANHEIM, PA, 17545
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 282 | $50.3M | $1.8M | $1.7M |
| 2023 | 273 | $41.0M | $1.6M | $1.4M |
| 2022 | 236 | $32.8M | $1.5M | $1.3M |
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 |
|---|---|---|---|---|
| FULTON BANK, N.A. | NONE | $96,418 | — | $96,418 |
| GARDNER RUSSO & GARDNER, LLC | INVESTMENT ADVISOR | $28,475 | — | $28,475 |
| UBS FINANCIAL SERVICES, INC. | INVESTMENT ADVISOR | $14,323 | — | $14,323 |
| WALZ GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WALZ GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,216
- Estimated Expense Ratio: 0.277% 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 | $147,429 | $143,189 | — | — | — |
| 2023 | $143,017 | $100,814 | — | $22,200 | — |
| 2022 | $128,440 | $118,240 | — | — | $10,200 |