# Parkview Orthopaedic Group, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/parkview-orthopaedic-group-s-c-362645598-003

> Parkview Orthopaedic Group, S.C.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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