# Tulsa Bone And Joint Associates, INC. DC Plan
Source: https://planprovider.pro/companies/tulsa-bone-and-joint-associates-inc-plan

> Tulsa Bone And Joint Associates, INC.'s DC plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tulsa Bone And Joint Associates, INC.

- **Sponsor EIN:** 731551429

- **Sponsor Address:** 4802 S 109TH EAST AVE, TULSA, OK, 741465822

- **Plan Type:** DC

- **Total Participants:** 319

- **Total Assets:** $45.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|319|$45.3M|$1.6M|$1.5M|

| 2023|206|$39.3M|$1.5M|$1.4M|

| 2022|180|$31.7M|$1.5M|$1.2M|

## 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|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-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|$140,512|—|$140,512|—|—|

| 2023|$146,681|$100,701|$4,642|—|—|

| 2022|$135,787|$88,502|$47,285|—|—|

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