Plan Snapshot
- Plan Sponsor: Southlake Orthopaedics Sports Medicine & Spine Center, P.C.
- Sponsor EIN: 721353855
- Sponsor Address: 4517 SOUTHLAKE PARKWAY, STE 202, BIRMINGHAM, AL, 352443281
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $16.1M | $0 | $0 |
| 2023 | 105 | $15.4M | $814,358 | $522,112 |
| 2022 | 111 | $13.8M | $743,902 | $448,296 |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 |
|---|---|---|---|---|---|
| 2025 | $7,758 | $7,758 | — | — | — |
| 2024 | $49,903 | $6,998 | $27,910 | — | — |
| 2023 | $47,373 | $6,998 | $25,380 | — | — |
| 2022 | $46,543 | $6,998 | $24,550 | — | $14,995 |