# Oss Orthopaedic Hospital, LLC 401(k) Plan
Source: https://planprovider.pro/companies/oss-orthopaedic-hospital-llc-401k-plan

> Oss Orthopaedic Hospital, LLC's 401(k) plan: 852 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [RKL LLP](https://planprovider.pro/provider/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|—|—|

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