# Orthopedic & Sports Institute Of The Fox Valley Sc 401(k) Plan
Source: https://planprovider.pro/companies/orthopedic-sports-institute-of-the-fox-valley-sc-401k-plan

> Orthopedic & Sports Institute Of The Fox Valley Sc's 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopedic & Sports Institute Of The Fox Valley Sc

- **Sponsor EIN:** 161625172

- **Sponsor Address:** 2105 E. ENTERPRISE AVENUE, APPLETON, WI, 549137862

- **Plan Type:** 401(k)

- **Total Participants:** 75

- **Total Assets:** $25.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|75|$25.5M|$558,547|$509,755|

| 2023|85|$21.8M|$654,791|$540,961|

| 2022|94|$16.8M|$668,229|$616,645|

## 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|

| BOYUM & BARENSCHEER PLLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BOYUM & BARENSCHEER PLLP](https://planprovider.pro/provider/boyum-and-barenscheer-pllp) — 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|$93,594|$85,037|—|—|—|

| 2023|$73,060|$64,689|—|—|—|

| 2022|$48,425|—|—|—|$48,425|

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