Plan Snapshot
- Plan Sponsor: Ossur Americas, INC.
- Sponsor EIN: 330381778
- Sponsor Address: 200 SPECTRUM CENTER DR, SUITE 700, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 832
- Total Assets: $88.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 832 | $88.5M | $2.1M | $6.9M |
| 2023 | 853 | $75.8M | $2.0M | $6.4M |
| 2022 | 771 | $60.8M | $1.8M | $5.8M |
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 |
|---|---|---|---|---|
| PORTER & HUNT, LLP | Auditor | $15,500 | — | $15,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,500
- Estimated Expense Ratio: 0.018% 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 | $131,972 | $70,428 | $28,020 | $15,500 | — |
| 2023 | $80,073 | $22,870 | $25,800 | $15,000 | — |
| 2022 | $75,036 | — | $75,036 | — | — |