Plan Snapshot
- Plan Sponsor: Sterling Ridge Orthopaedics And Sports Medicine
- Sponsor EIN: 202100365
- Sponsor Address: 6767 LAKE WOODLANDS DR, THE WOODLANDS, TX, 77382
- Plan Type: 401(k)
- Total Participants: 117
- Total Assets: $10.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 117 | $10.3M | $259,688 | $718,435 |
| 2023 | 111 | $8.3M | $224,334 | $621,224 |
| 2022 | 102 | $6.5M | $182,505 | $508,421 |
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 |
|---|---|---|---|---|
| HEDMAN PARTNERS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS, LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $59,803 | $36,549 | $23,254 | — | — |
| 2023 | $45,968 | $27,752 | $13,343 | — | — |
| 2022 | $39,511 | $26,377 | $13,134 | — | — |