Plan Snapshot
- Plan Sponsor: Willamette Orthopedic Group, LLC
- Sponsor EIN: 203530156
- Sponsor Address: 1550 STATE STREET, SALEM, OR, 973014257
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 160
- Total Assets: $22.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 160 | $22.7M | $1.3M | $885,083 |
| 2022 | 156 | $25.5M | $1.4M | $1.1M |
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 |
|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | Investment Advisor | $67,356 | — | $67,356 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $36,017 | — | $36,017 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,373
- Estimated Expense Ratio: 0.455% 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 |
|---|---|---|---|---|---|
| 2023 | $100,310 | $67,356 | $32,954 | — | — |
| 2022 | $83,086 | $60,010 | $23,076 | — | — |