Plan Snapshot
- Plan Sponsor: Premier Orthopaedic And Sports Medicine Associates, Ltd.
- Sponsor EIN: 232866529
- Sponsor Address: 3809 WEST CHESTER PIKE - SUITE 150, NEWTOWN SQUARE, PA, 19073
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $105.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 264 | $105.2M | $4.2M | $2.5M |
| 2023 | 207 | $93.2M | $2.6M | $2.6M |
| 2022 | 583 | $82.7M | $3.0M | $2.7M |
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 |
|---|---|---|---|---|
| JOSEPH P. MELVIN COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOSEPH P. MELVIN COMPANY, LLC — 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 | $89,090 | — | $89,057 | — | — |
| 2023 | $46,780 | — | $46,680 | — | — |
| 2022 | $65,790 | — | $51,390 | — | $14,400 |