Plan Ledger DOL Form 5500 · updated monthly

Chatham Orthopaedic Associates, P.A.401(k)

CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Chatham Orthopaedic Associates, P.A. reported $65,300 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $8,475 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 0.36% to 0.32%. 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 810th-largest of 2,160 plans among Georgia employers on file, and the 3,404th of 11,911 in health care & social assistance. In 2024, the employer put in $1.74 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,334,157
Participants with balances164
Active participants134
Employer contributions$1,135,646
Employee contributions$652,782
Employer contribution per active participant$8,475
Average account balance$136,184
Benefits paid to participants$818,430
Plan auditUnmodified (clean) audit opinion
AuditorSYMPHONA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.3M · 164 accts · $1.1M emplr
2023$18.4M · 164 accts · $1.1M emplr
2022$14.9M · 176 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,220
Investment management$45,115
Trustee / custodial$4,545
Total administrative$65,300
The Chatham Orthopaedic Associates, P.A. 401(k) match · 2024
Employer contribution per active participant$8,475
Median for plans this size$2,416
2024$8,475 per active participant
2023$8,166 per active participant
2022$7,654 per active participant

Chatham Orthopaedic Associates, P.A.'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
SENTINEL BENEFITS & FINANCIAL GROUP · Recordkeeping$15,220
THE FIDUCIARY GROUP · Investment advisory (plan)$45,115

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

Recordkeeper by year2
2024Sentinel Group
2023Sentinel Group

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

Administrative cost history3
2024$65,300 · 0.32%
2023$58,496 · 0.35%
2022$57,312 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Horizons Diagnostics LLC GA$22.8M · 0.33%
Rha Health Services, LLC GA$22.6M · 0.54%
North Atlanta Primary Care GA$22.1M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581132546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.