Plan Snapshot
- Plan Sponsor: Orthopedics Rhode Island, INC.
- Sponsor EIN: 472361569
- Sponsor Address: 200 CROSSING BLVD., SUITE 310, WARWICK, RI, 02886
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 462 | $37.9M | $2.2M | $1.8M |
| 2023 | 414 | $33.5M | $1.9M | $1.6M |
| 2022 | 348 | $28.5M | $393,654 | $340,062 |
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 |
|---|---|---|---|---|
| EWPOWER ANNUITY INSURANCE CO OF AME | RECORDKEEPER | $51,614 | — | $51,614 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $34,274 | — | $34,274 |
| CORNERSTONE RETIREMENT PLAN ADMIN. | CONTRACT ADMIN | $5,666 | $10,000 | $15,666 |
| WELLTH ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $11,836 | — | $11,836 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $11,816 | — | $11,816 |
| SANSIVERI, KIMBALL & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SANSIVERI, KIMBALL & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,206
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 |
|---|---|---|---|---|---|
| 2025 | $194,129 | — | — | — | — |
| 2024 | $117,134 | — | — | — | — |
| 2023 | $97,440 | — | — | — | — |
| 2022 | $22,998 | — | — | — | $22,998 |