# Orthopedics Rhode Island, INC. DC Plan
Source: https://planprovider.pro/companies/orthopedics-rhode-island-inc-plan

> Orthopedics Rhode Island, INC.'s DC plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sansiveri-kimball-and-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|

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