# Slocum Orthopedics, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/slocum-orthopedics-p-c-401k-plan

> Slocum Orthopedics, P.C.'s 401(k) plan: 311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Slocum Orthopedics, P.C.

- **Sponsor EIN:** 930603212

- **Sponsor Address:** 55 COBURG ROAD, EUGENE, OR, 97401

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

- **Total Participants:** 311

- **Total Assets:** $73.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|311|$73.6M|$2.6M|$2.1M|

| 2023|288|$67.5M|$2.5M|$1.9M|

| 2022|276|$58.9M|$2.4M|$1.8M|

## 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|

| PRIME PENSIONS NORTHWEST, LLC|TPA|$34,756|—|$34,756|

| NORTHWEST PLAN SERVICES|RECORDKEEPER|$31,653|—|$31,653|

| ZUNA LLC|INVESTMENT ADVISOR|$30,708|—|$30,708|

| CHARLES SCHWAB TRUST BANK|CUSTODIAL|$20,725|—|$20,725|

| R.V. KUHNS & ASSOCIATES, INC.|INVESTMENT ADVISOR|$14,536|—|$14,536|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NORTHWEST PLAN SERVICES](https://planprovider.pro/provider/nwps) — RECORDKEEPER

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $132,378

- **Estimated Expense Ratio:** 0.180% 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|$133,450|$45,245|$52,379|—|—|

| 2023|$117,019|$40,894|$45,521|—|—|

| 2022|$121,113|$38,050|$44,566|—|$38,497|

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