# Willamette Orthopedic Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/willamette-orthopedic-group-llc-401k-plan

> Willamette Orthopedic Group, LLC'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:** Willamette Orthopedic Group, LLC

- **Sponsor EIN:** 203530156

- **Sponsor Address:** 1550 STATE STREET, SALEM, OR, 973014257

- **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:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$0|$0|$0|

| 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|

| KUENZI & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KUENZI & COMPANY, LLC](https://planprovider.pro/provider/kuenzi-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$98,612|$26,104|$72,508|—|—|

| 2023|$100,310|$67,356|$32,954|—|—|

| 2022|$83,086|$60,010|$23,076|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/willamette-orthopedic-group-llc-401k-plan)

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