# Orthopedic Specialists Of Sw Florida, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/orthopedic-specialists-of-sw-florida-p-a-401k-plan

> Orthopedic Specialists Of Sw Florida, P.A.'s 401(k) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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