Plan Snapshot
- Plan Sponsor: Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania
- Sponsor EIN: 231875547
- Sponsor Address: 3399 TRINDLE ROAD, CAMP HILL, PA, 17011
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $60.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 306 | $60.8M | $863,090 | $1.3M |
| 2023 | 222 | $53.0M | $1.7M | $1.1M |
| 2022 | 228 | $45.4M | $1.5M | $882,906 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $182,589 | $150,521 | $8,030 | — | — |
| 2023 | $136,997 | $113,546 | $3,881 | — | — |
| 2022 | $140,518 | $118,559 | $17,690 | — | $4,269 |