Plan Ledger DOL Form 5500 · updated monthly

Ellis Badenhausen Orthopaedics, PSC401(k)

ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Ellis Badenhausen Orthopaedics, PSC reported $131,466 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. Employer contributions averaged $6,542 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 has held roughly steady near 0.358%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 175th-largest of 871 plans among Kentucky employers on file, and the 2,289th of 11,911 in health care & social assistance. In 2023, the employer put in $1.20 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$38,833,937
Participants with balances119
Active participants110
Employer contributions$719,618
Employee contributions$599,565
Employer contribution per active participant$6,542
Average account balance$326,336
Benefits paid to participants$3,080,360
Plan auditUnmodified (clean) audit opinion
AuditorWELENKEN CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$38.8M · 119 accts · $720K emplr
2022$34.6M · 167 accts · $874K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$131,466
Total administrative$131,466
The Ellis Badenhausen Orthopaedics, PSC 401(k) match · 2023
Employer contribution per active participant$6,542
Median for plans this size$2,440
2023$6,542 per active participant
2022$7,286 per active participant

Ellis Badenhausen Orthopaedics, PSC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ROBERT W BAIRD & CO INCORPORATEDindirect comp

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

Administrative cost history2
2023$131,466 · 0.36%
2022$136,993 · 0.36%
All plans at this employer2
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN401(k)
ELLIS BADENHAUSEN ORTHOPAEDICS, PSC 401K PROFIT SHARING PLAN401(k)
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Source: U.S. Department of Labor, Form 5500 series, EIN 610678573 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.