Plan Ledger DOL Form 5500 · updated monthly

Capital Orthopaedic and Sports Medicine Center401(k)

CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN · FLOWOOD, MS · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Capital Orthopaedic and Sports Medicine Center reported $75,329 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $17,615 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 $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 105th-largest of 367 plans among Mississippi employers on file, and the 3,944th of 11,911 in health care & social assistance. In 2024, the employer put in $3.07 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,186,353
Participants with balances112
Active participants87
Employer contributions$1,532,519
Employee contributions$499,190
Employer contribution per active participant$17,615
Average account balance$162,378
Benefits paid to participants$138,618
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS, WEISS, HESTER & CO., PLLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,117
Investment management$55,212
Total administrative$75,329
The Capital Orthopaedic and Sports Medicine Center 401(k) match · 2024
Employer contribution per active participant$17,615
Median for plans this size$2,416

Capital Orthopaedic and Sports Medicine Center'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 · 20242
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$20,117
BANKPLUS WEALTH MANAGMENT · Investment advisory (plan) · Investment management$55,212

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$75,329 · 0.46%
Same employer
Similar plansHealth Care & Social Assistance · Mississippi

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Source: U.S. Department of Labor, Form 5500 series, EIN 203941865 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.