Plan Snapshot
- Plan Sponsor: Orthopedic Specialists Of Sw Florida, P.A.
- Sponsor EIN: 651011457
- Sponsor Address: 14601 HOPE CENTER LOOP, FT MYERS, FL, 33912
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $34.7M
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 | 129 | $34.7M | $1.1M | $818,688 |
| 2023 | 118 | $30.2M | $1.1M | $818,686 |
| 2022 | 108 | $24.9M | $896,304 | $710,640 |
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 |
|---|---|---|---|---|
| PHILLIPS FELDMAN GROUP P.A. | Auditor | $174,020 | — | $174,020 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,020
- Estimated Expense Ratio: 0.501% 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 | $190,454 | — | — | $174,020 | — |
| 2023 | $215,332 | $215,332 | — | — | — |
| 2022 | $143,061 | $143,061 | — | — | — |