Plan Snapshot
- Plan Sponsor: The Orthopaedic Center, P.C.
- Sponsor EIN: 631210156
- Sponsor Address: 927 FRANKLIN STREET 3RD FLOOR, HUNTSVILLE, AL, 35801
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $381,485
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. |
|---|---|---|---|---|
| 2023 | 0 | $381,485 | $2.1M | $1.0M |
| 2022 | 461 | $65.2M | $5.2M | $1.7M |
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 |
|---|---|---|---|---|
| LATITUDE SERVICE COMPANY INC | Other Service Provider | $93,005 | — | $93,005 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $54,157 | — | $54,157 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $52,132 | — | $52,132 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,294
- Estimated Expense Ratio: 52.242% 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 |
|---|---|---|---|---|---|
| 2023 | $217,633 | — | $217,633 | — | — |
| 2022 | $61,885 | — | $61,495 | — | — |