Plan Snapshot
- Plan Sponsor: Tri-State Orthopaedics And Sports Medicine INC.
- Sponsor EIN: 251356849
- Sponsor Address: 5900 CORPORATE DRIVE, SUITE 200, PITTSBURGH, PA, 15237
- Plan Type: 401(k)
- Total Participants: 116
- Total Assets: $37.0M
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 | 116 | $37.0M | $315,391 | $523,103 |
| 2023 | 100 | $31.4M | $256,612 | $462,265 |
| 2022 | 100 | $30.3M | $303,833 | $455,071 |
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 |
|---|---|---|---|---|
| EPSTEIN TABOR SCHORR | 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 | $50,103 | $22,000 | $27,965 | — | — |
| 2023 | $49,455 | $16,500 | $32,955 | — | — |
| 2022 | $47,935 | $22,000 | $25,935 | — | — |