Plan Snapshot
- Plan Sponsor: Otolaryngology Associates, LLC
- Sponsor EIN: 351966829
- Sponsor Address: 10201 N. ILLINOIS ST., CARMEL, IN, 46290
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $47.8M
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 | 159 | $47.8M | $979,838 | $898,708 |
| 2023 | 175 | $42.3M | $1.1M | $862,417 |
| 2022 | 152 | $37.8M | $1.0M | $825,357 |
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 |
|---|---|---|---|---|
| L.M. HENDERSON & COMPANY, LLP | Auditor | — | — | $0 |
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 | $16,647 | — | $16,647 | — | — |
| 2023 | $1,153 | — | — | — | — |
| 2022 | $825 | — | — | — | — |