# St. Cloud Orthopedic Associates, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/st-cloud-orthopedic-associates-ltd-401k-plan

> St. Cloud Orthopedic Associates, Ltd.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** St. Cloud Orthopedic Associates, Ltd.

- **Sponsor EIN:** 410966155

- **Sponsor Address:** 1901 CONNECTICUT AVE. S, SARTELL, MN, 56377

- **Plan Type:** 401(k)

- **Total Participants:** 133

- **Total Assets:** $45.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|133|$45.5M|$466,314|$1.0M|

| 2023|136|$41.1M|$451,999|$964,054|

| 2022|133|$39.1M|$909,476|$1.0M|

## 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|

| SCHLENNER WENNER & CO.|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|$70,449|—|$70,449|—|—|

| 2023|$47,879|—|$47,879|—|—|

| 2022|$1,938|—|$1,938|—|—|

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