Plan Snapshot
- Plan Sponsor: Specialty Orthopedic Group Of Ms, LLC
- Sponsor EIN: 474372269
- Sponsor Address: 1211 S. GLOSTER STREET, TUPELO, MS, 38801
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 191 | $6.9M | $352,693 | $513,929 |
| 2023 | 167 | $5.6M | $339,703 | $523,266 |
| 2022 | 157 | $4.4M | $346,501 | $520,025 |
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 |
|---|---|---|---|---|
| T.E. LOTT & COMPANY | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2024 | $7,255 | — | — | — | — |
| 2023 | $60,234 | — | — | — | — |
| 2022 | $41,720 | — | — | — | — |