Plan Ledger DOL Form 5500 · updated monthly

Center for Orthopaedics and Spine, LLC401(k)

CENTER FOR ORTHOPAEDICS AND SPINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST · LAKE CHARLES, LA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Center for Orthopaedics and Spine, LLC reported $18,832 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,344 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 0.10% to 0.09%. 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 237th-largest of 884 plans among Louisiana employers on file, and the 3,456th of 11,911 in health care & social assistance. In 2024, the employer put in $1.39 for every $1.00 employees contributed themselves; active participation has grown from 110 to 128 since 2022.

Plan summary
Net assets, end of year$21,874,776
Participants with balances168
Active participants128
Employer contributions$1,068,057
Employee contributions$765,823
Employer contribution per active participant$8,344
Average account balance$130,207
Benefits paid to participants$2,828,508
Plan auditUnmodified (clean) audit opinion
AuditorPLITZ, WILLIAMS, LAROSA AND CO.
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 168 accts · $1.1M emplr
2023$18.3M · 149 accts · $932K emplr
2022$13.8M · 130 accts · $829K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,832
Total administrative$18,832
The Center for Orthopaedics and Spine, LLC 401(k) match · 2024
Employer contribution per active participant$8,344
Median for plans this size$2,416
2024$8,344 per active participant
2023$7,004 per active participant
2022$7,535 per active participant

Center for Orthopaedics and Spine, LLC'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 · 20245
EMPOWER ADVISORY GROUP, LLC · Investment management$4,588
T.E. LOTT & COMPANY, P.A. · Contract administrator$2,050

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$18,832 · 0.09%
2023$14,769 · 0.09%
2022$15,032 · 0.10%
Similar plansHealth Care & Social Assistance · Louisiana
Viemed, Inc. LA$25.1M · 0.90%
Lifeshare Blood Center LA$23.8M · 0.05%
Eye Medical Center LA$22.1M · 0.02%
Commcare Corporation LA$20.8M · 0.49%
Southern Urology, LLC LA$20.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843425820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.