Plan Snapshot
- Plan Sponsor: Tri-County Orthopedic & Sports Medicine, P.A.
- Sponsor EIN: 223014220
- Sponsor Address: 197 RIDGEDALE AVENUE, #300, CEDAR KNOLLS, NJ, 07927
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $24.7M | $0 | $1.6M |
| 2023 | 120 | $2.2M | $174,347 | $200,119 |
| 2022 | 104 | $1.8M | $143,789 | $133,702 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $44,069 | — | $44,069 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |