Plan Snapshot
- Plan Sponsor: Treace Medical Concepts INC
- Sponsor EIN: 471052611
- Sponsor Address: 100 PALMETTO PARK PLACE, PONTE VEDRA, FL, 32081
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $25.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 479 | $25.1M | $2.4M | $4.8M |
| 2023 | 460 | $15.4M | $2.1M | $4.2M |
| 2022 | 353 | $6.6M | $1.3M | $2.7M |
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 |
|---|---|---|---|---|
| GELLERRAGANS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELLERRAGANS — 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 | $137,456 | $83,877 | — | — | — |
| 2023 | $63,499 | $13,421 | — | — | — |
| 2022 | $35,369 | $20,996 | $14,373 | — | — |