Plan Ledger DOL Form 5500 · updated monthly

Cape Fear Orthopaedic Clinic, P.A.401(k)

CAPE FEAR ORTHOPAEDIC CLINIC, P.A. 401(K) PLAN · FAYETTEVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.78%

Cape Fear Orthopaedic Clinic, P.A. reported $60,570 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.40% to 0.78%. 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 North Carolina (1,243rd of 2,005), and 6,482nd of 11,911 in health care & social assistance. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,941,011
Participants with balances118
Active participants0
Employer contributions$88,023
Employee contributions$118,455
Employer contribution per active participant—
Average account balance$67,297
Benefits paid to participants$527,579
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.9M · 118 accts · $88K emplr
2023$7.7M · 122 accts · $119K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,100
Investment management$56,020
Total administrative$60,570
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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$218

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

Administrative cost history2
2024$60,570 · 0.78%
2023$35,479 · 0.40%
Similar plansHealth Care & Social Assistance · North Carolina
Healthgram, Inc. NC$8.4M · 0.80%
Life, Inc. NC$8.3M · 0.52%
Mako Medical Laboratories NC$8.1M · 0.55%
Port Health Services NC$7.9M · 0.49%
Fmbcnc, LLC NC$7.4M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 561047051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.