Texas Orthopedic Specialists, P.L.L C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Texas Orthopedic Specialists, P.L.L C.
  • Sponsor EIN: 510461913
  • Sponsor Address: 2425 HIGHWAY 121, BEDFORD, TX, 760215011
  • Plan Type: 401(k)
  • Total Participants: 74
  • Total Assets: $5.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202474$5.2M$180,847$290,475
202360$4.2M$156,237$241,784
202264$3.6M$130,592$215,743

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