Plan Snapshot
- Plan Sponsor: Peninsula Orthopaedic Associates, P.A.
- Sponsor EIN: 520910711
- Sponsor Address: 1675 WOODBROOKE DR, SALISBURY, MD, 21804
- Plan Type: DC
- Total Participants: 148
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 148 | $19.7M | $1.0M | $624,717 |
| 2023 | 114 | $16.7M | $813,154 | $511,982 |
| 2022 | 102 | $15.1M | $828,376 | $534,816 |
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 |
|---|---|---|---|---|
| PKS & COMPANY, P.A. | 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 | $46,802 | $24,971 | $21,831 | — | — |
| 2023 | $19,218 | — | $19,218 | — | — |
| 2022 | $58,947 | $25,967 | $32,980 | — | — |