Plan Ledger DOL Form 5500 · updated monthly

Casper Orthopaedic Associates, PC401(k)

CASPER ORTHOPAEDIC ASSOCIATES, PC 401(K) · CASPER, WY · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Casper Orthopaedic Associates, PC reported $68,093 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $6,894 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 3 years on file its reported administrative ratio has held roughly steady near 0.33%. 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 23rd-largest of 81 plans among Wyoming employers on file, and the 3,614th of 11,911 in health care & social assistance. In 2024, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,606,719
Participants with balances129
Active participants95
Employer contributions$654,966
Employee contributions$527,722
Employer contribution per active participant$6,894
Average account balance$159,742
Benefits paid to participants$3,635,750
Plan auditUnmodified (clean) audit opinion
AuditorSSA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 129 accts · $655K emplr
2023$20.6M · 123 accts · $615K emplr
2022$17.9M · 108 accts · $749K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,500
Investment management$65,593
Total administrative$68,093
The Casper Orthopaedic Associates, PC 401(k) match · 2024
Employer contribution per active participant$6,894
Median for plans this size$2,416
2024$6,894 per active participant
2023$6,612 per active participant
2022$8,421 per active participant

Casper Orthopaedic Associates, PC'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
STIFEL · Investment management · Securities brokerage$36,372
SECURIAN · Investment management · Securities brokerage$9,764
NWM · Investment management · Securities brokerage$9,403
RAYMOND JAMES · Investment management · Securities brokerage$6,649

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

Administrative cost history3
2024$68,093 · 0.33%
2023$66,889 · 0.35%
2022$62,738 · 0.32%
Similar plansHealth Care & Social Assistance · Wyoming
Ivinson Memorial Hospital WY$58.4M · 0.37%
Gem City Bone & Joint, P.C. WY$16.3M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830231437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.