Plan Snapshot
- Plan Sponsor: Reconstructive Orthopaedic Associates Ii, P.C.
- Sponsor EIN: 232856880
- Sponsor Address: 925 CHESTNUT STREET FLOOR 5, PHILADELPHIA, PA, 191074206
- Plan Type: 401(k)
- Total Participants: 1,495
- Total Assets: $244.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,495 | $244.7M | $11.3M | $9.8M |
| 2023 | 1,647 | $214.7M | $11.3M | $10.3M |
| 2022 | 1,717 | $180.0M | $12.4M | $8.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $149,989 | — | $149,989 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | NONE | $131,241 | — | $131,241 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $26,754 | — | $26,754 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $307,984
- Estimated Expense Ratio: 0.126% 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 | $217,534 | $157,995 | — | — | — |
| 2023 | $274,046 | — | — | — | — |
| 2022 | $220,798 | $5,121 | $24,859 | — | — |