# Tri-County Orthopedic & Sports Medicine, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/tri-county-orthopaedic-sports-medicine-p-a-plan-001

> Tri-County Orthopedic & Sports Medicine, P.A.'s 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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