Plan Snapshot
- Plan Sponsor: The Orthopedic Clinic, L.C. Dba The Orthopedic Specialty Clinic
- Sponsor EIN: 841430042
- Sponsor Address: 5848 S. FASHION BOULEVARD, STE 110, SALT LAKE CITY, UT, 84107
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $16.2M
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. |
|---|
| 2024 | 42 | $16.2M | $140,155 | $269,409 |
| 2023 | 61 | $14.9M | $680,825 | $484,721 |
| 2022 | 63 | $13.1M | $668,387 | $443,218 |