# South Shore Orthopedics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/south-shore-orthopedics-llc-401k-plan

> South Shore Orthopedics, LLC's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South Shore Orthopedics, LLC

- **Sponsor EIN:** 208206420

- **Sponsor Address:** 2 POND PARK ROAD, HINGHAM, MA, 02043

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

- **Total Participants:** 118

- **Total Assets:** $18.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|118|$18.8M|$721,415|$528,108|

| 2023|129|$16.8M|$898,776|$255,450|

| 2022|104|$14.0M|$700,426|$419,409|

## 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|

| ASCENSUS LLC|RECORD KEEPER|$17,047|—|$17,047|

| GRAY, CALLISON & JONES, CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASCENSUS LLC](https://planprovider.pro/provider/ascensus-llc) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,047

- **Estimated Expense Ratio:** 0.091% 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|$20,608|—|—|—|—|

| 2023|$2,000|—|—|—|—|

| 2022|$2,118|—|—|—|$2,118|

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