Plan Snapshot
- Plan Sponsor: University Orthopaedic Clinic, P.C.
- Sponsor EIN: 630732734
- Sponsor Address: 2702 HOSPITAL DRIVE, NORTHPORT, AL, 35476
- Plan Type: 401(k)
- Total Participants: 60
- Total Assets: $32.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 60 | $32.0M | $507,480 | $378,345 |
| 2023 | 63 | $29.1M | $441,282 | $391,344 |
| 2022 | 69 | $25.8M | $420,000 | $368,190 |