Plan Ledger DOL Form 5500 · updated monthly

Appalachian Orthopaedic Associates, P.C.401(k)

APPALACHIAN ORTHOPAEDIC ASSOCIATES P.C. 401(K) PROFIT SHARING PLAN · KINGSPORT, TN · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Appalachian Orthopaedic Associates, P.C. reported $62,485 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $5,804 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 3 years on file its reported administrative ratio has held roughly steady near 0.282%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 506th-largest of 1,496 plans among Tennessee employers on file, and the 3,372nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.68 for every $1.00 employees contributed themselves; active participation has grown from 107 to 134 since 2022.

Plan summary
Net assets, end of year$22,740,454
Participants with balances190
Active participants134
Employer contributions$777,776
Employee contributions$463,525
Employer contribution per active participant$5,804
Average account balance$119,687
Benefits paid to participants$2,390,133
Plan auditUnmodified (clean) audit opinion
AuditorBLACKBURN, CHILDERS & STEAGALL, PLC
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 190 accts · $778K emplr
2023$21.6M · 206 accts · $688K emplr
2022$18.7M · 165 accts · $604K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,826
Investment management$19,581
Total administrative$62,485
The Appalachian Orthopaedic Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$5,804
Median for plans this size$2,416
2024$5,804 per active participant
2023$4,918 per active participant
2022$5,640 per active participant

Appalachian Orthopaedic Associates, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$39,162
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$17,426
QUALIFIED PLAN ADMINISTRATORS, INC · Other services · Contract administrator$400

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

Administrative cost history3
2024$62,485 · 0.28%
2023$56,533 · 0.28%
2022$55,528 · 0.28%
Similar plansHealth Care & Social Assistance · Tennessee
Frontier Health TN$25.2M · 0.31%
Labconnect, LLC TN$22.8M · 0.37%
Cdha Holdings, LLC TN$22.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621654377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.