Plan Ledger DOL Form 5500 · updated monthly

Bone & Joint Clinic of B.R., Inc.401(k)

BONE & JOINT CLINIC PROFIT SHARING PLAN AND TRUST · BATON ROUGE, LA · plan year 2023

Reported admin expense ratio · 2023
0.39%

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

Bone & Joint Clinic of B.R., Inc. reported $65,997 in plan administrative expenses for 2023: 0.39% of average plan assets, above the peer median. Employer contributions averaged $2,743 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 has held roughly steady near 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 267th-largest of 884 plans among Louisiana employers on file, and the 3,834th of 11,911 in health care & social assistance. In 2023, employees put in $1.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,934,918
Participants with balances274
Active participants209
Employer contributions$573,368
Employee contributions$574,315
Employer contribution per active participant$2,743
Average account balance$69,106
Benefits paid to participants$45,820
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$18.9M · 274 accts · $573K emplr
2022$15.0M · 241 accts · $498K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,205
Investment management$64,792
Total administrative$65,997
The Bone & Joint Clinic of B.R., Inc. 401(k) match · 2023
Employer contribution per active participant$2,743
Median for plans this size$2,440
2023$2,743 per active participant
2022$2,768 per active participant

Bone & Joint Clinic of B.R., Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
CAPTIAL GROUP · Recordkeeping · Custodial (securities)$1,205
EVANS INVESTMENT ADVISORS · Investment advisory (participants) · Investment management$37,642
ABEL HALL, LLC · Investment advisory (participants) · Investment management$22,624
NADER HURLEY WEALTH MANAGEMNT · Investment advisory (participants) · Investment management$4,526

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

Administrative cost history2
2023$65,997 · 0.39%
2022$63,345 · 0.38%
Similar plansHealth Care & Social Assistance · Louisiana
Southern Urology, LLC LA$20.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721111762 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.