# Vail-Summit Orthopaedics, PC 401(k) Plan
Source: https://planprovider.pro/companies/vail-summit-orthopaedics-pc-401k-plan

> Vail-Summit Orthopaedics, PC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|—|

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