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

> Vail-Summit Orthopaedics, PC's DB plan: 0 participants, plan year 2022 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2022.

## 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|—|—|—|

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