# Southeast Orthopedic Specialists, LLC DC Plan
Source: https://planprovider.pro/companies/southeast-orthopedic-specialists-inc-plan

> Southeast Orthopedic Specialists, LLC's DC plan: 148 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT PROVIDER

- [PIVOT CPAS](https://planprovider.pro/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|—|—|

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