# Specialty Orthopedic Group Of Ms, LLC 401(k) Plan
Source: https://planprovider.pro/companies/specialty-orthopedic-group-of-ms-llc-401k-plan

> Specialty Orthopedic Group Of Ms, LLC's 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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