Plan Ledger DOL Form 5500 · updated monthly

Centers for Advanced Orthopaedics, LLC401(k)

CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Centers for Advanced Orthopaedics, LLC reported $490,805 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,940 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 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 88th-largest of 1,671 plans among Maryland employers on file, and the 649th of 11,911 in health care & social assistance. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 1,816 to 2,133 since 2022.

Plan summary
Net assets, end of year$196,138,486
Participants with balances2,595
Active participants2,133
Employer contributions$8,404,507
Employee contributions$10,034,462
Employer contribution per active participant$3,940
Average account balance$75,583
Benefits paid to participants$10,568,772
Plan auditUnmodified (clean) audit opinion
AuditorJOSEPH P. MELVIN COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$196.1M · 2,595 accts · $8.4M emplr
2023$159.1M · 2,362 accts · $7.5M emplr
2022$128.0M · 2,270 accts · $8.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$233,139
Investment management$162,391
Trustee / custodial$125
Total administrative$490,805
The Centers for Advanced Orthopaedics, LLC 401(k) match · 2024
Employer contribution per active participant$3,940
Median for plans this size$3,635
2024$3,940 per active participant
2023$4,061 per active participant
2022$4,547 per active participant

Centers for Advanced Orthopaedics, LLC's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
JOHN HANCOCK · Recordkeeping$176,306
CHAPIN DAVIS, INC. · Investment advisory (participants) · Investment advisory (plan)$129,438
THE MANDMARBLESTONE GROUP LLC · Investment advisory (participants) · Investment advisory (plan)$95,149
NORTHSTAR FIDUCIARY PARTNERS, LLC · Investment advisory (plan)$32,953

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$490,805 · 0.28%
2023$404,562 · 0.28%
2022$357,934 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Oak Crest Village, Inc. MD$294.7M · 0.26%
Tidalhealth, Inc. MD$276.2M · 0.08%
US Fertility Holdings, LLC MD$179.7M · 0.27%
Cua Opco, LLC MD$170.8M · 0.21%
Suburban Hospital, Inc. MD$162.0M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454852156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.