Plan Ledger DOL Form 5500 · updated monthly

Baton Rouge Orthopaedic Clinic, LLC401(k)

BATON ROUGE ORTHOPAEDIC CLINIC, LLC PROFIT SHARING PLAN AND TRUST · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Baton Rouge Orthopaedic Clinic, LLC reported $515,403 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $9,694 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 0.72% to 0.67%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 77th-largest of 884 plans among Louisiana employers on file, and the 1,267th of 11,911 in health care & social assistance. In 2024, the employer put in $1.90 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$82,682,069
Participants with balances367
Active participants312
Employer contributions$3,024,569
Employee contributions$1,593,089
Employer contribution per active participant$9,694
Average account balance$225,292
Benefits paid to participants$2,264,404
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$82.7M · 367 accts · $3.0M emplr
2023$71.2M · 371 accts · $3.1M emplr
2022$58.5M · 318 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,744
Investment management$383,927
Total administrative$515,403
The Baton Rouge Orthopaedic Clinic, LLC 401(k) match · 2024
Employer contribution per active participant$9,694
Median for plans this size$3,635
2024$9,694 per active participant
2023$10,635 per active participant
2022$9,396 per active participant

Baton Rouge Orthopaedic Clinic, LLC's 2024 employer contribution ran above the $3,635 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 · 20249
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$96,744
CHARLES SCHWAB · Investment advisory (participants) · Investment management$206,683
RAYMOND JAMES · Investment advisory (participants) · Investment management$63,564
PERSHING · Investment advisory (participants) · Investment management$59,358
FIDELITY · Investment advisory (participants) · Investment management$30,986
WELLS FARGO · Investment advisory (participants) · Investment management$25,578
MORGAN STANLEY · Investment advisory (participants) · Investment management$22,462
ASSETMARK TRUST COMPANY · Investment advisory (participants) · Investment management$6,444
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica, REGIONS BANK

This plan has changed recordkeepers within these filings. If you left Baton Rouge Orthopaedic Clinic, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$515,403 · 0.67%
2023$434,834 · 0.67%
2022$444,082 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana
Highland Clinic, a P.M.C. LA$86.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721460193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.