# Tuckahoe Orthopaedic Associates, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/tuckahoe-orthopaedic-associates-ltd-401k-plan

> Tuckahoe Orthopaedic Associates, Ltd.'s 401(k) plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pbmares-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|$11,156|$11,156|—|—|—|

| 2023|$14,833|$13,652|—|—|—|

| 2022|$10,400|—|$10,400|—|—|

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