# Palm Beach Orthopaedic Institute, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/palm-beach-orthopaedic-institute-p-a-401k-plan

> Palm Beach Orthopaedic Institute, P.A.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Palm Beach Orthopaedic Institute, P.A.

- **Sponsor EIN:** 650327403

- **Sponsor Address:** 4215 BURNS ROAD, PLAM BEACH GARDENS, FL, 33410

- **Plan Type:** 401(k)

- **Total Participants:** 96

- **Total Assets:** $23.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|96|$23.0M|$1.1M|$357,226|

| 2023|79|$21.0M|$1.0M|$451,880|

| 2022|69|$17.2M|$921,323|$382,259|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$11,787|—|$11,787|

| NA FALCONE & ASSOCIATES INC|ACTUARY|$5,681|—|$5,681|

| HOLYFIELD THOMAS LLC|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

- [HOLYFIELD THOMAS LLC](https://planprovider.pro/provider/holyfield-and-thomas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,468

- **Estimated Expense Ratio:** 0.076% 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|$96,438|$896|—|—|—|

| 2023|$66,000|—|$66,000|—|—|

| 2022|$70,596|—|$70,596|—|—|

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