Plan Snapshot
- Plan Sponsor: South Florida Orthopaedics & Sports Medicine
- Sponsor EIN: 650311858
- Sponsor Address: 1050 SE MONTEREY ROAD, STUART, FL, 34994
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $22.6M
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. |
|---|---|---|---|---|
| 2024 | 277 | $22.6M | $490,205 | $1.0M |
| 2023 | 219 | $21.1M | $448,407 | $861,571 |
| 2022 | 197 | $16.8M | $391,434 | $802,823 |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $115,690 | $20,627 | $95,063 | — | — |
| 2023 | $107,058 | $31,136 | $75,922 | — | — |
| 2022 | $97,032 | $29,198 | $67,834 | — | — |