# Orthosc, LLC 401(k) Plan
Source: https://planprovider.pro/companies/orthosc-llc-plan

> Orthosc, LLC's 401(k) plan: 362 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/orthosc-llc-plan)

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