# Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania 401(k) Plan
Source: https://planprovider.pro/companies/orthopedic-surgeons-ltd-dba-orthopedic-institute-of-pennsylvania-401k-plan

> Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania's 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$24,007|—|$24,007|

| DUNBAR BENDER & ZAPF, INC.|THIRD PARTY ADMIN.|$8,000|—|$8,000|

| 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:** $32,007

- **Estimated Expense Ratio:** 0.053% 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|$182,589|$150,521|$8,030|—|—|

| 2023|$136,997|$113,546|$3,881|—|—|

| 2022|$140,518|$118,559|$17,690|—|$4,269|

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