# Orthopedic Surgery, INC. Dba Agility Orthopedics 401(k) Plan
Source: https://planprovider.pro/companies/orthopedic-surgery-inc-dba-agility-orthopedics-plan

> Orthopedic Surgery, INC. Dba Agility Orthopedics's 401(k) plan: 65 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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