Plan Ledger DOL Form 5500 · updated monthly

Athens Orthopedic Clinic, P.A.401(k)

ATHENS ORTHOPEDIC CLINIC, P.A. 401(K) PROFIT SHARING PLAN · ATHENS, GA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Athens Orthopedic Clinic, P.A. reported $74,743 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,619 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 rose from 0.14% to 0.16%. 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 485th-largest of 2,160 plans among Georgia employers on file, and the 1,961st of 11,911 in health care & social assistance. In 2024, the employer put in $1.46 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$47,300,217
Participants with balances466
Active participants309
Employer contributions$1,736,133
Employee contributions$1,192,073
Employer contribution per active participant$5,619
Average account balance$101,503
Benefits paid to participants$6,775,180
Plan auditUnmodified (clean) audit opinion
AuditorBATES CARTER AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$47.3M · 466 accts · $1.7M emplr
2023$45.2M · 480 accts · $1.7M emplr
2022$38.3M · 434 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,717
Investment management$9,111
Audit (IQPA)$13,000
Total administrative$74,743
The Athens Orthopedic Clinic, P.A. 401(k) match · 2024
Employer contribution per active participant$5,619
Median for plans this size$2,416
2024$5,619 per active participant
2023$5,247 per active participant
2022$5,147 per active participant

Athens Orthopedic Clinic, P.A.'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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping$36,618
ATLANTIC PENSION SERVICES INC. · Recordkeeping · Contract administrator$27,374
BATES CARTER & CO · Accounting / audit$13,000
MESIROW · Investment advisory (plan) · Investment management$9,111

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

Recordkeeper by year2
2024ATLANTIC PENSION SERVICES INC., Vanguard
2023ATLANTIC PENSION SERVICES INC., Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,743 · 0.16%
2023$71,000 · 0.17%
2022$57,804 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Anesthesia Associates Of GA$50.8M · 0.05%
Orthoatlanta GA$46.5M · 0.25%
Optim Orthopedics, LLC GA$46.3M · 0.17%
D4C Dental Brands, Inc. GA$45.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581076549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.