Plan Snapshot
- Plan Sponsor: Orthopedic & Sports Medicine Specialists Of Green Bay Sc
- Sponsor EIN: 261132759
- Sponsor Address: 2223 LIME KILN ROAD, GREEN BAY, WI, 54311
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $33.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 193 | $33.2M | $1.3M | $1.4M |
| 2023 | 144 | $27.5M | $1.2M | $1.1M |
| 2022 | 124 | $24.4M | $861,415 | $927,592 |
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 — 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 | $81,520 | $58,929 | $22,591 | — | — |
| 2023 | $76,459 | $56,399 | $20,060 | — | — |
| 2022 | $82,076 | $66,114 | $15,962 | — | — |