# U.S. Oral Surgery Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/u-s-oral-surgery-management-llc-401k-plan

> U.S. Oral Surgery Management, LLC's 401(k) plan: 2,450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/u-s-oral-surgery-management-llc-401k-plan)

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