Plan Ledger DOL Form 5500 · updated monthly

Connecticut Orthopaedic Specialists P.C.401(k)

CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN · HAMDEN, CT · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Connecticut Orthopaedic Specialists P.C. reported $198,277 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $5,557 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 0.32% to 0.18%. 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 174th-largest of 1,106 plans among Connecticut employers on file, and the 979th of 11,911 in health care & social assistance. In 2024, employees put in $1.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,232,327
Participants with balances774
Active participants648
Employer contributions$3,600,709
Employee contributions$3,755,585
Employer contribution per active participant$5,557
Average account balance$148,879
Benefits paid to participants$7,187,313
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.2M · 774 accts · $3.6M emplr
2023$101.9M · 717 accts · $3.3M emplr
2022$82.6M · 656 accts · $3.1M emplr
The Connecticut Orthopaedic Specialists P.C. 401(k) match · 2024
Employer contribution per active participant$5,557
Median for plans this size$3,635
2024$5,557 per active participant
2023$5,415 per active participant
2022$5,122 per active participant

Connecticut Orthopaedic Specialists 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 · 20245
HIGHTOWER ADVISORS LLC · Investment advisory (plan)$57,770
THE ANGELL PENSION GROUP, INC. · Contract administrator$46,677
PROCYON PARTNERS LLC DBA · Investment advisory (plan)$18,750
TEPLITZKY & COMPANY PC · Accounting / audit$8,500

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$198,277 · 0.18%
2023$258,755 · 0.28%
2022$287,625 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Genedx Holdings Corp. CT$118.5M · 0.03%
Hospital for Special Care CT$118.3M · 0.12%
Carecentrix, Inc. CT$112.2M · 0.08%
Apple Health Care, Inc. CT$86.4M · 0.15%
Griffin Hospital CT$85.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060855842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.