Plan Snapshot
- Plan Sponsor: Orthopedic Surgery, INC. Dba Agility Orthopedics
- Sponsor EIN: 042455168
- Sponsor Address: 92 MONTVALE AVENUE, SUITE 1400, STONEHAM, MA, 02180
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 65 | $10.8M | $463,396 | $344,073 |
| 2023 | 60 | $9.2M | $433,558 | $353,945 |
| 2022 | 62 | $8.3M | $913,233 | $359,066 |
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 |
|---|---|---|---|---|
| LITMANGERSON ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LITMANGERSON ASSOCIATES, LLP — 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 | $1,870 | — | — | — | — |
| 2023 | $8,450 | — | — | — | — |
| 2022 | $420 | — | — | — | — |