Plan Snapshot
- Plan Sponsor: University Orthopedics, INC.
- Sponsor EIN: 050447454
- Sponsor Address: 1 KETTLE POINT AVENUE, EAST PROVIDENCE, RI, 02914
- Plan Type: 401(k)
- Total Participants: 625
- Total Assets: $138.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 625 | $138.1M | $5.0M | $4.6M |
| 2023 | 566 | $113.3M | $4.4M | $4.1M |
| 2022 | 530 | $95.6M | $4.1M | $3.6M |
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 |
|---|---|---|---|---|
| SANSIVERI KIMBALL & CO. LLP | Auditor | — | — | $0 |
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 | $19,164 | $9,669 | — | — | — |
| 2023 | $17,592 | $8,194 | — | — | — |
| 2022 | $12,480 | — | — | — | — |