Plan Snapshot
- Plan Sponsor: Vail-Summit Orthopaedics, PC
- Sponsor EIN: 680501385
- Sponsor Address: 360 PEAK ONE DRIVE, FRISCO, CO, 80443
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $74,464 |
| 2022 | 110 | $6.0M | $958,388 | $0 |
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 |
|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | INVESTMENT ADVISORY | $14,870 | — | $14,870 |
| DWC | Auditor | $1,783 | — | $1,783 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,653
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 |
|---|---|---|---|---|---|
| 2023 | $1,813 | — | — | $1,783 | — |
| 2022 | $16,680 | $14,870 | — | — | — |