Plan Snapshot
- Plan Sponsor: Orthosports Associates, LLC
- Sponsor EIN: 275501752
- Sponsor Address: 833 ST. VINCENTS DR BLDG 3 STE 403, BIRMINGHAM, AL, 352051614
- Plan Type: DB
- Total Participants: 6
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6 | $0 | $0 | $0 |
| 2023 | 0 | $6,212 | $3,712 | $0 |
| 2022 | 89 | $4.5M | $554,770 | $0 |
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 |
|---|---|---|---|---|
| DIPIAZZA LAROCCA HEETER & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DIPIAZZA LAROCCA HEETER & CO., LLC — 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 | — | — | — | — | — |
| 2023 | $19,644 | — | $19,644 | — | — |
| 2022 | $38,359 | — | — | — | $38,359 |