Plan Ledger DOL Form 5500 · updated monthly

Arthritis & Sports Orthopaedic401(k)

ARTHRITIS & SPORTS ORTHOPAEDIC 401(K) PROFIT SHARING PLAN & TRUST · STERLING, VA · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Arthritis & Sports Orthopaedic reported $22,394 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,029th of 2,266), and 9,547th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,615,663
Participants with balances207
Active participants125
Employer contributions$0
Employee contributions$300,614
Employer contribution per active participant$0
Average account balance$12,636
Benefits paid to participants$3,830
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,848
Investment management$17,546
Total administrative$22,394
The Arthritis & Sports Orthopaedic 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Arthritis & Sports Orthopaedic's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
LEVELIZED COMPENSATION ADVISOR · Investment advisory (plan)$15,667

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

Administrative cost history1
2024$22,394 · 0.96%
Similar plansHealth Care & Social Assistance · Virginia
Goodwill Services, Inc. VA$2.9M · 0.16%
Vernon J Harris East End VA$2.8M · 1.04%
Martha Jefferson House VA$2.2M · 0.54%
Sweet Virginia Care, LLC VA$2.1M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541865281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.