Plan Snapshot
- Plan Sponsor: Premier Orthopaedics & Sports Medicine, P.L.C.
- Sponsor EIN: 621619606
- Sponsor Address: 6262 VETERANS PARKWAY, COLUMBUS, GA, 31909
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $18.1M
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 | 89 | $18.1M | $794,520 | $590,475 |
| 2023 | 91 | $18.6M | $802,035 | $679,989 |
| 2022 | 84 | $14.9M | $632,523 | $592,101 |
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 |
|---|---|---|---|---|
| A&G FINANCIAL MANAGEMENT, LLC | Other Service Provider | $30,400 | — | $30,400 |
| THOROUGHBRED FINANCIAL SERV | Other Service Provider | $8,273 | — | $8,273 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $7,937 | — | $7,937 |
| ROBINSON GRIMES AND COMPANY PC | Other Service Provider | $6,800 | — | $6,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,410
- Estimated Expense Ratio: 0.295% 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 | $55,835 | $40,348 | $6,800 | — | — |
| 2023 | $82,743 | $55,394 | $21,209 | — | — |
| 2022 | $43,216 | $37,616 | — | — | $5,600 |