# Tri-State Orthopaedics And Sports Medicine INC. 401(k) Plan
Source: https://planprovider.pro/companies/tri-state-orthopaedics-and-sports-medicine-inc-plan

> Tri-State Orthopaedics And Sports Medicine INC.'s 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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