# Watauga Orthopaedics, PLC 401(k) Plan
Source: https://planprovider.pro/companies/watauga-orthopaedics-plc-401k-plan

> Watauga Orthopaedics, PLC's 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Watauga Orthopaedics, PLC

- **Sponsor EIN:** 621586264

- **Sponsor Address:** 2410 SUSANNAH STREET, JOHNSON CITY, TN, 37601

- **Plan Type:** 401(k)

- **Total Participants:** 303

- **Total Assets:** $35.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|303|$35.9M|$614,463|$1.2M|

| 2023|253|$32.3M|$1.4M|$1.1M|

| 2022|194|$28.3M|$1.5M|$948,415|

## 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|

| PURSHE KAPLAN STERLING INV|ADVISOR|$65,655|—|$65,655|

| BROWN, EDWARDS & COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PURSHE KAPLAN STERLING INV](https://planprovider.pro/provider/fortem-financial-group-llc) — ADVISOR

- [BROWN, EDWARDS & COMPANY, PLLC](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,655

- **Estimated Expense Ratio:** 0.183% of plan assets

### 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|$68,024|$65,655|—|—|—|

| 2023|$57,680|$55,911|—|—|—|

| 2022|$44,547|—|—|—|—|

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