# Southlake Orthopaedics Sports Medicine & Spine Center, P.C. DC Plan
Source: https://planprovider.pro/companies/southlake-orthopaedics-sports-medicine-spine-center-p-c-plan

> Southlake Orthopaedics Sports Medicine & Spine Center, P.C.'s DC plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/warren-averett-llc) — 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|

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