Plan Snapshot
- Plan Sponsor: Tennessee Orthopaedic Alliance, P.A.
- Sponsor EIN: 620862316
- Sponsor Address: 608 NORRIS AVENUE, NASHVILLE, TN, 37204
- Plan Type: 401(k)
- Total Participants: 1,407
- Total Assets: $236.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,407 | $236.6M | $10.1M | $7.1M |
| 2023 | 1,208 | $207.2M | $9.5M | $6.6M |
| 2022 | 1,154 | $172.4M | $8.8M | $6.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $720,146 | $488,246 | — | — | — |
| 2023 | $556,295 | $391,537 | — | — | — |
| 2022 | $465,237 | $377,320 | — | — | $87,917 |