Plan Snapshot
- Plan Sponsor: U.S. Oral Surgery Management, LLC
- Sponsor EIN: 822416013
- Sponsor Address: 500 E JOHN CARPENTER FWY, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 2,450
- Total Assets: $237.9M
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 | 2,450 | $237.9M | $9.4M | $10.8M |
| 2023 | 1,971 | $192.7M | $13.2M | $8.5M |
| 2022 | 1,226 | $118.0M | $4.3M | $6.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $134,761 | — | $134,761 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $39,196 | — | $39,196 |
| MOSS ADAMS | ACCOUNTANT/AUDITOR | $14,700 | — | $14,700 |
| BAKER TILLY US, LLP | Auditor | $14,700 | — | $14,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOSS ADAMS — ACCOUNTANT/AUDITOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $203,357
- Estimated Expense Ratio: 0.085% of plan assets
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 | $187,571 | $39,196 | $300 | $14,700 | — |
| 2023 | $115,537 | $39,594 | $300 | $11,025 | — |
| 2022 | $83,397 | $32,838 | — | — | — |