# Orthopedic Associates Of Lancaster, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/orthopedic-associates-of-lancaster-ltd-plan-003

> Orthopedic Associates Of Lancaster, Ltd.'s 401(k) plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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