# Peninsula Orthopaedic Associates, P.A. DC Plan
Source: https://planprovider.pro/companies/peninsula-orthopaedic-associates-plan

> Peninsula Orthopaedic Associates, P.A.'s DC plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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