Plan Snapshot
- Plan Sponsor: Syracuse Orthopedic Specialists, P.C.
- Sponsor EIN: 160992982
- Sponsor Address: 5786 WIDEWATERS PARKWAY, SYRACUSE, NY, 13214
- Plan Type: DB
- Total Participants: 661
- Total Assets: $23.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 661 | $23.9M | $1.9M | $0 |
| 2023 | 642 | $26.9M | $2.0M | $0 |
| 2022 | 654 | $23.3M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | $13,850 | — | $13,850 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,850
- Estimated Expense Ratio: 0.058% of plan assets
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 | $269,934 | — | $452 | $13,850 | — |
| 2023 | $226,526 | — | — | $8,200 | — |
| 2022 | $226,799 | — | — | — | $79,475 |