# Premier Orthopaedic And Sports Medicine Associates, Ltd. DC Plan
Source: https://planprovider.pro/companies/premier-orthopaedic-and-sports-medicine-associates-ltd-plan

> Premier Orthopaedic And Sports Medicine Associates, Ltd.'s DC plan: 264 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** DC

- **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|

| JOHN HANCOCK|RECORDKEEPER|$89,057|—|$89,057|

| JOSEPH P. MELVIN COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [JOSEPH P. MELVIN COMPANY, LLC](https://planprovider.pro/provider/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:** $89,057

- **Estimated Expense Ratio:** 0.085% 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|$89,090|—|$89,057|—|—|

| 2023|$46,780|—|$46,680|—|—|

| 2022|$65,790|—|$51,390|—|$14,400|

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