Plan Snapshot
- Plan Sponsor: Tuckahoe Orthopaedic Associates, Ltd.
- Sponsor EIN: 540949806
- Sponsor Address: 8100 THREE CHOPT ROAD, SUITE 119, RICHMOND, VA, 23229
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $42.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 25 | $42.3M | $737,703 | $519,808 |
| 2023 | 26 | $39.4M | $731,306 | $509,856 |
| 2022 | 25 | $31.6M | $617,378 | $451,064 |
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 |
|---|---|---|---|---|
| PBMARES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PBMARES — 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 | $11,156 | $11,156 | — | — | — |
| 2023 | $14,833 | $13,652 | — | — | — |
| 2022 | $10,400 | — | $10,400 | — | — |