Plan Ledger DOL Form 5500 · updated monthly

Dickson-Diveley Midwest Orthopaedic Clinic, LLC401(k)

DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN · LEAWOOD, KS · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Dickson-Diveley Midwest Orthopaedic Clinic, LLC reported $153,771 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,692 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 rose from 0.22% to 0.30%. 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 120th-largest of 828 plans among Kansas employers on file, and the 1,673rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has grown from 511 to 596 since 2022.

Plan summary
Net assets, end of year$57,740,937
Participants with balances702
Active participants596
Employer contributions$3,392,190
Employee contributions$3,294,692
Employer contribution per active participant$5,692
Average account balance$82,252
Benefits paid to participants$4,113,509
Plan auditUnmodified (clean) audit opinion
AuditorPC&M PICKETT CHANEY & MCMUL
Plan history3
Yearassets · accounts · employer contribution
2024$57.7M · 702 accts · $3.4M emplr
2023$45.2M · 637 accts · $3.0M emplr
2022$35.8M · 569 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,698
Investment management$64,238
Total administrative$153,771
The Dickson-Diveley Midwest Orthopaedic Clinic, LLC 401(k) match · 2024
Employer contribution per active participant$5,692
Median for plans this size$3,635
2024$5,692 per active participant
2023$5,542 per active participant
2022$5,507 per active participant

Dickson-Diveley Midwest Orthopaedic Clinic, 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
INTELLICENTS INVESTMENT SOLUTIONS I · Investment advisory (plan)$42,000
EMPOWER ADVISORY GROUP, LLC · Investment management$22,238
CAPITAL MANAGEMENT SERVICES, INC. · Securities brokerage$7,835

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$153,771 · 0.30%
2023$124,920 · 0.31%
2022$82,963 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Kansas
A Place for Mom, Inc. KS$58.1M · 0.29%
Mowery Clinic, L L C KS$44.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431424154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.