Plan Snapshot
- Plan Sponsor: Orthopedic & Fracture Clinic, P.C.
- Sponsor EIN: 930645870
- Sponsor Address: 11782 SW BARNES RD SUITE 300, PORTLAND, OR, 97225
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $47.8M
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 | 184 | $47.8M | $1.7M | $1.3M |
| 2023 | 162 | $40.9M | $1.4M | $1.2M |
| 2022 | 147 | $39.2M | $1.3M | $1.0M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $29,526 | — | $669 | — | — |
| 2023 | $12,456 | — | $2,506 | — | — |
| 2022 | $29,738 | — | $12,775 | — | $16,963 |