# Orthopedic & Sports Medicine Specialists Of Green Bay Sc 401(k) Plan
Source: https://planprovider.pro/companies/orthopedic-sports-medicine-specialists-of-green-bay-sc-plan-001

> Orthopedic & Sports Medicine Specialists Of Green Bay Sc's 401(k) plan: 193 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 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](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|$81,520|$58,929|$22,591|—|—|

| 2023|$76,459|$56,399|$20,060|—|—|

| 2022|$82,076|$66,114|$15,962|—|—|

## Similar Plans

- [Emergency Medicine Specialists, S.C.](https://planprovider.pro/companies/emergency-medicine-specialists-sc-plan) — 198 participants

- [Family Health/La Clinica](https://planprovider.pro/companies/family-health-la-clinica-401k-plan) — 182 participants

- [Neuroscience Group Of Northeast Wisconsin, S.C.](https://planprovider.pro/companies/neuroscience-group-of-northeast-wisconsin-s-c-401k-plan) — 174 participants

- [Orthopaedic Associates Of Wisconsin, S.C.](https://planprovider.pro/companies/orthopaedic-associates-of-wisconsin-s-c-401k-plan) — 220 participants

- [Orthopaedic Associates Of Wisconsin, S.C.](https://planprovider.pro/companies/orthopaedic-associates-of-wisconsin-s-c-plan-003) — 164 participants

- [Eye Clinic Of Wisconsin, S.C.](https://planprovider.pro/companies/eye-clinic-of-wisconsin-s-c-plan-001) — 222 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orthopedic-sports-medicine-specialists-of-green-bay-sc-plan-001)

© 2026 PlanProvider.Pro