# Rockford Orthopedic Associates, Ltd. Dba Orthoillinois 401(k) Plan
Source: https://planprovider.pro/companies/rockford-orthopedic-associates-ltd-dba-orthoillinois-401k-plan

> Rockford Orthopedic Associates, Ltd. Dba Orthoillinois's 401(k) plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Rockford Orthopedic Associates, Ltd. Dba Orthoillinois

- **Sponsor EIN:** 362691111

- **Sponsor Address:** 5875 E. RIVERSIDE BOULEVARD, ROCKFORD, IL, 61114

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

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

| 2022|491|$59.1M|$3.3M|$2.8M|

## 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|

| SAVANT CAPITAL MANAGEMENT|NONE|$216,985|—|$216,985|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAVANT CAPITAL MANAGEMENT](https://planprovider.pro/provider/savant-wealth-management) — NONE

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $216,985

### 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|

| 2023|$56,524|—|$56,524|—|—|

| 2022|$224,111|—|$224,111|—|—|

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