# South Florida Orthopaedics & Sports Medicine 401(k) Plan
Source: https://planprovider.pro/companies/south-florida-orthopaedics-sports-medicine-401k-plan

> South Florida Orthopaedics & Sports Medicine's 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|—|—|

## Similar Plans

- [Heart Of Florida Health Center, INC.](https://planprovider.pro/companies/heart-of-florida-health-center-inc-plan-001) — 279 participants

- [West Florida Medical Center Clinic, P.A.](https://planprovider.pro/companies/west-florida-medical-center-clinic-p-a-401k-plan) — 283 participants

- [Woodlands Medical Specialists PA](https://planprovider.pro/companies/woodlands-medical-specialists-pa-401k-plan) — 270 participants

- [Novelle Health, LLC](https://planprovider.pro/companies/novelle-health-llc-401k-plan) — 288 participants

- [Dermatology Associates Of Tallahassee, P.A.](https://planprovider.pro/companies/dermatology-associates-of-tallahassee-p-a-401k-plan) — 295 participants

- [Radiology And Imaging Specialists Of Lakeland, P.A.](https://planprovider.pro/companies/radiology-and-imaging-specialists-of-lakeland-p-a-plan-001) — 257 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/south-florida-orthopaedics-sports-medicine-401k-plan)

© 2026 PlanProvider.Pro