# Orthopedic Surgeons Of Wisconsin, S.C. DC Plan
Source: https://planprovider.pro/companies/orthopedic-surgeons-of-wisconsin-s-c-plan

> Orthopedic Surgeons Of Wisconsin, S.C.'s DC plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Orthopedic Surgeons Of Wisconsin, S.C.

- **Sponsor EIN:** 200217581

- **Sponsor Address:** 3077 N. MAYFAIR ROAD, MILWAUKEE, WI, 53222

- **Plan Type:** DC

- **Total Participants:** 114

- **Total Assets:** $34.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|114|$34.0M|$992,584|$962,314|

| 2023|104|$31.1M|$954,994|$874,779|

| 2022|96|$26.8M|$940,989|$802,868|

## 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|

| VRAKAS, S.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [VRAKAS, S.C.](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|$188,674|$179,139|$9,535|—|—|

| 2023|$165,950|$158,809|$7,141|—|—|

| 2022|$171,622|$163,867|$7,755|—|—|

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