Plan Snapshot
- Plan Sponsor: Southeast Orthopedic Specialists, LLC
- Sponsor EIN: 593696338
- Sponsor Address: 6800 SOUTHPOINT PARKWAY, JACKSONVILLE, FL, 32216
- Plan Type: DC
- Total Participants: 148
- Total Assets: $25.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 148 | $25.4M | $657,177 | $1.4M |
| 2023 | 127 | $20.7M | $531,685 | $1.3M |
| 2022 | 108 | $16.7M | $1.3M | $1.2M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | INVESTMENT PROVIDER | $45,919 | — | $45,919 |
| SOUTHEAST ORTHOPEDIC SPECIALISTS | SERVICE PROVIDER | $17,164 | — | $17,164 |
| RETIREMENT SOLUTIONS SPECIALISTS | THIRD PARTY ADMINISTRATO | $3,375 | $10,767 | $14,142 |
| PIVOT CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — INVESTMENT PROVIDER
- PIVOT CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,225
- Estimated Expense Ratio: 0.304% 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 | $6,398 | — | $6,398 | — | — |
| 2023 | $60,428 | $35,159 | — | — | — |
| 2022 | $44,349 | $30,416 | $13,933 | — | — |