# Regional Orthopaedic Associates Health & Welfare Plan
Source: https://planprovider.pro/companies/regional-orthopaedic-associates-510366909-505

> Regional Orthopaedic Associates's Health & Welfare plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Regional Orthopaedic Associates

- **Sponsor EIN:** 510366909

- **Sponsor Address:** 252 CARTER DRIVE, MIDDLETOWN, DE, 19709

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 193

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|193|$0|$0|$0|

| 2023|207|$0|$0|$0|

| 2022|181|$0|$0|$0|

## 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|

| THE SAFEGARD GROUP|Investment Advisor|$6,086|—|$6,086|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,086

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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