# Reconstructive Orthopaedic Associates Ii, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/reconstructive-orthopaedic-associates-ii-p-c-401k-plan

> Reconstructive Orthopaedic Associates Ii, P.C.'s 401(k) plan: 1,495 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|

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