Plan Snapshot
- Plan Sponsor: Orthosc, LLC
- Sponsor EIN: 822962394
- Sponsor Address: 210 VILLAGE CENTER BLVD., MYRTLE BEACH, SC, 29579
- Plan Type: 401(k)
- Total Participants: 362
- Total Assets: $26.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 362 | $26.0M | $1.7M | $1.4M |
| 2023 | 253 | $20.1M | $1.6M | $1.3M |
| 2022 | 292 | $15.0M | $1.4M | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $60,446 | — | $60,446 |
| OSAIC WEALTH INC | ADVISOR | $19,556 | — | $19,556 |
| SMITH SAPP PA CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- OSAIC WEALTH INC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,002
- Estimated Expense Ratio: 0.307% of plan assets
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 | $80,422 | $19,976 | — | — | — |
| 2023 | $62,982 | $17,963 | — | — | — |
| 2022 | $70,540 | $253 | — | — | — |