Plan Ledger DOL Form 5500 · updated monthly

Alphatec Spine, Inc.401(k)

ALPHATEC SPINE, INC. 401(K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Alphatec Spine, Inc. reported $135,283 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,022 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,559th-largest of 9,483 plans among California employers on file, and the 2,807th of 13,661 in manufacturing. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 524 to 707 since 2022.

Plan summary
Net assets, end of year$58,575,959
Participants with balances920
Active participants707
Employer contributions$2,136,893
Employee contributions$6,942,923
Employer contribution per active participant$3,022
Average account balance$63,670
Benefits paid to participants$6,620,519
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.6M · 920 accts · $2.1M emplr
2023$43.2M · 901 accts · $1.9M emplr
2022$27.4M · 700 accts · $1.5M emplr
The Alphatec Spine, Inc. 401(k) match · 2024
Employer contribution per active participant$3,022
Median for plans this size$3,635
2024$3,022 per active participant
2023$2,812 per active participant
2022$2,899 per active participant

Alphatec Spine, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
JOHN HANCOCK LIFE INSURANCE · Recordkeeping · Investment management$432
JOHN HANCOCK LIFE INSURANCE · Recordkeeping · Investment management$432
JOHN HANCOCK LIFE INSURANCE · Recordkeeping · Investment management$432
JOHN HANCOCK LIFE INSURANCE · Recordkeeping · Investment management$432
MERRIL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$43,104
MERRILL LYNCH · Investment advisory (participants)$25,998
SAN DIEGO PENSION CONSULTANTS · Pension consulting · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

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Administrative cost history3
2024$135,283 · 0.27%
2023$161,211 · 0.46%
2022$133,664 · 0.47%
Same employer
Similar plansManufacturing · California
Oyo Corporation U.S.A. CA$59.6M · 0.14%
Western Milling LLC CA$59.0M · 0.14%
Hi-Temp Insulation, Inc. CA$58.9M · 0.22%
Neophotonics Corporation CA$58.3M · 0.09%
Accuride International Inc. CA$58.1M · 0.02%
Gcx Corporation CA$58.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330412288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.