Plan Snapshot
- Plan Sponsor: Oss Orthopaedic Hospital, LLC
- Sponsor EIN: 800458999
- Sponsor Address: 1855 POWDER MILL ROAD, YORK, PA, 174024723
- Plan Type: 401(k)
- Total Participants: 852
- Total Assets: $80.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 852 | $80.3M | $2.8M | $3.8M |
| 2023 | 778 | $76.4M | $2.3M | $3.6M |
| 2022 | 714 | $68.6M | $4.1M | $3.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP | NONE | $98,468 | — | $98,468 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $36,693 | — | $36,693 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,161
- Estimated Expense Ratio: 0.168% 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 | $135,161 | — | — | — | — |
| 2023 | $111,389 | — | $111,389 | — | — |
| 2022 | $114,705 | — | $114,705 | — | — |