# University Orthopedics Center, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/university-orthopedics-center-ltd-401k-plan

> University Orthopedics Center, Ltd.'s 401(k) plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** University Orthopedics Center, Ltd.

- **Sponsor EIN:** 251655314

- **Sponsor Address:** 101 REGENT COURT, STATE COLLEGE, PA, 168017965

- **Plan Type:** 401(k)

- **Total Participants:** 186

- **Total Assets:** $51.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|186|$51.6M|$1.1M|$1.0M|

| 2023|199|$47.0M|$964,869|$983,389|

| 2022|181|$42.9M|$1.0M|$963,739|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$211,051|—|$211,051|

| ABUNDANCE WEALTH COUNSELORS, LLC|INVESTMENT ADVISOR|$162,202|—|$162,202|

| DUNBAR, BENDER & ZAPF, INC.|TPA|$17,990|—|$17,990|

| BAKER TILLY US, LLP|ACCOUNTANT|$15,645|—|$15,645|

### Verified Provider Profiles

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

- [ABUNDANCE WEALTH COUNSELORS, LLC](https://planprovider.pro/provider/abundance-wealth-counselors-llc) — INVESTMENT ADVISOR

- [DUNBAR, BENDER & ZAPF, INC.](https://planprovider.pro/provider/john-hancock) — TPA

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $406,888

- **Estimated Expense Ratio:** 0.789% 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|$244,685|—|$244,685|—|—|

| 2023|$219,078|—|$219,078|—|—|

| 2022|$212,808|$212,808|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/university-orthopedics-center-ltd-401k-plan)

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