Plan Snapshot
- Plan Sponsor: Vail-Summit Orthopaedics, PC
- Sponsor EIN: 680501385
- Sponsor Address: 360 PEAK ONE DRIVE, FRISCO, CO, 80443
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $354,563 | $789,552 |
| 2023 | 119 | $24.0M | $747,355 | $775,142 |
| 2022 | 110 | $15.9M | $1.6M | $751,038 |
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 |
|---|---|---|---|---|
| VANGUARD GROUP, INC. | RECORDKEEPER | $28,120 | $146 | $28,266 |
| DWC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,266
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 | $12,871 | — | $500 | — | — |
| 2023 | $12,910 | $12,910 | — | — | — |
| 2022 | $22,186 | $22,186 | — | — | — |