Plan Ledger DOL Form 5500 · updated monthly

Chattanooga Orthopaedic Group P.C.401(k)

CHATTANOOGA ORTHOPAEDIC GROUP, P.C. 401(K) PROFIT SHARING PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Chattanooga Orthopaedic Group P.C. reported $193,962 in plan administrative expenses for 2024: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,769 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 0.38% to 0.36%. 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 259th-largest of 1,496 plans among Tennessee employers on file, and the 1,695th of 11,911 in health care & social assistance. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves; active participation has grown from 370 to 449 since 2022.

Plan summary
Net assets, end of year$56,608,800
Participants with balances500
Active participants449
Employer contributions$2,141,057
Employee contributions$1,670,873
Employer contribution per active participant$4,769
Average account balance$113,218
Benefits paid to participants$5,495,296
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.6M · 500 accts · $2.1M emplr
2023$51.8M · 472 accts · $1.9M emplr
2022$40.4M · 447 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,090
Investment management$123,272
Total administrative$193,962
The Chattanooga Orthopaedic Group P.C. 401(k) match · 2024
Employer contribution per active participant$4,769
Median for plans this size$3,635
2024$4,769 per active participant
2023$4,605 per active participant
2022$4,504 per active participant

Chattanooga Orthopaedic Group P.C.'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
OSAIC WEALTH INC · Investment advisory (plan)$105,420
EMPOWER ADVISORY GROUP, LLC · Investment management$17,852
CHATTANOOGA ORTHOPAEDIC GROUP PC$7,600

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$193,962 · 0.36%
2023$169,843 · 0.37%
2022$145,383 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Premier Medical Group, P.C. TN$60.4M · 0.33%
The Surgical Clinic, PLLC TN$59.8M · 0.18%
Paragon Anesthesia, P.C. TN$55.2M · 0.11%
Phynet Dermatology, LLC TN$54.6M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620988417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.