Plan Snapshot
- Plan Sponsor: Orthopedic Care Partners Management LLC
- Sponsor EIN: 823301294
- Sponsor Address: 4500 NEWBERRY ROAD, GAINESVILLE, FL, 32607
- Plan Type: 401(k)
- Total Participants: 1,464
- Total Assets: $161.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,464 | $161.1M | $7.6M | $7.0M |
| 2023 | 1,280 | $131.0M | $6.5M | $6.1M |
| 2022 | 1,164 | $104.0M | $6.3M | $5.2M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PPLC | 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 | $285,855 | $95,000 | $41,490 | — | — |
| 2023 | $248,213 | — | $248,213 | — | — |
| 2022 | $205,462 | — | $205,462 | — | — |