Plan Snapshot
- Plan Sponsor: Parkview Orthopaedic Group, S.C.
- Sponsor EIN: 362645598
- Sponsor Address: 7600 W. COLLEGE DR., PALOS HEIGHTS, IL, 60463
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 105
- Total Assets: $28.9M
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 | 105 | $28.9M | $516,881 | $535,974 |
| 2023 | 101 | $24.7M | $718,484 | $531,746 |
| 2022 | 104 | $27.0M | $653,801 | $468,632 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | $35,000 | — | $35,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,000
- Estimated Expense Ratio: 0.121% 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 | $38,202 | $35,000 | — | — | — |
| 2023 | $62,381 | $32,083 | — | — | — |
| 2022 | $57,434 | — | — | — | — |