Plan Snapshot
- Plan Sponsor: The Orthopaedic Group, P.C.
- Sponsor EIN: 631187140
- Sponsor Address: 6144 AIRPORT BLVD., MOBILE, AL, 36608
- Plan Type: DC
- Total Participants: 175
- Total Assets: $47.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 175 | $47.7M | $1.5M | $842,157 |
| 2023 | 169 | $46.8M | $1.5M | $862,765 |
| 2022 | 165 | $39.8M | $1.2M | $812,594 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | Auditor | — | — | $0 |
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 | $12,306 | — | $5,172 | — | — |
| 2023 | $26,793 | — | $20,612 | — | — |
| 2022 | $11,182 | — | $11,182 | — | — |