Plan Snapshot
- Plan Sponsor: Peachtree Orthopaedic Clinic, P.A.
- Sponsor EIN: 581080740
- Sponsor Address: 2001 PEACHTREE ROAD, N.E., ATLANTA, GA, 303091476
- Plan Type: 401(k)
- Total Participants: 538
- Total Assets: $90.6M
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 | 538 | $90.6M | $3.2M | $3.3M |
| 2023 | 486 | $82.4M | $3.0M | $2.9M |
| 2022 | 489 | $72.3M | -$8 | $2.8M |
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 |
|---|---|---|---|---|
| BENNETT THRASHER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENNETT THRASHER LLP — Auditor
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 | $26,768 | — | $26,768 | — | — |
| 2023 | $23,331 | — | $23,331 | — | — |
| 2022 | $18,455 | — | $18,455 | — | — |