Plan Ledger DOL Form 5500 · updated monthly

Columbia Orthopaedic Group LLP401(k)

COLUMBIA ORTHOPAEDIC GROUP PROFIT SHARING PLAN AND TRUST · COLUMBIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Columbia Orthopaedic Group LLP reported $155,871 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $5,049 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 0.48% 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 317th-largest of 1,393 plans among Missouri employers on file, and the 1,851st of 11,911 in health care & social assistance. In 2024, employees put in $1.06 for every $1.00 the employer contributed; active participation has grown from 160 to 260 since 2022.

Plan summary
Net assets, end of year$50,976,683
Participants with balances228
Active participants260
Employer contributions$1,312,691
Employee contributions$1,394,713
Employer contribution per active participant$5,049
Average account balance$223,582
Benefits paid to participants$5,275,429
Plan auditUnmodified (clean) audit opinion
AuditorA.C. EVANS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$51.0M · 228 accts · $1.3M emplr
2023$45.4M · 201 accts · $1.4M emplr
2022$38.2M · 208 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,541
Investment management$134,777
Total administrative$155,871
The Columbia Orthopaedic Group LLP 401(k) match · 2024
Employer contribution per active participant$5,049
Median for plans this size$2,416
2024$5,049 per active participant
2023$7,824 per active participant
2022$7,482 per active participant

Columbia Orthopaedic Group LLP'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
ASCENSUS LLC · Recordkeeping · Custodial (securities)$20,436
CENTRAL TRUST COMPANY · Custodial (securities) · Trustee$59,569
CHARLES SCHWAB · Custodial (securities) · Investment management$34,199
CETERA · Custodial (securities) · Investment advisory (participants)$16,152
EDWARD D. JONES & CO., L.P. · Investment advisory (participants)$5,896

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$155,871 · 0.32%
2023$152,336 · 0.36%
2022$200,280 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Ozarks Healthcare MO$52.6M · 0.30%
Empowerme Holdings, LLC MO$52.6M · 0.60%
Urology of St. Louis, Inc. MO$49.3M · 0.00%
Burrell Inc. MO$47.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431427548 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.