Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Solutions Management, LLC401(k)

FLORIDA ORTHOPAEDIC INSTITUTE 401(K) PLAN · TEMPLE TERRACE, FL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Orthopaedic Solutions Management, LLC reported $153,604 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $3,186 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 0.07% to 0.11%. 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 233rd-largest of 3,644 plans among Florida employers on file, and the 788th of 11,911 in health care & social assistance. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 1,279 to 1,801 since 2022.

Plan summary
Net assets, end of year$151,254,680
Participants with balances2,214
Active participants1,801
Employer contributions$5,737,300
Employee contributions$9,333,867
Employer contribution per active participant$3,186
Average account balance$68,317
Benefits paid to participants$6,088,604
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$151.3M · 2,214 accts · $5.7M emplr
2023$124.9M · 2,045 accts · $5.0M emplr
2022$95.4M · 1,511 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,942
Investment management$22,662
Total administrative$153,604
The Orthopaedic Solutions Management, LLC 401(k) match · 2024
Employer contribution per active participant$3,186
Median for plans this size$3,635
2024$3,186 per active participant
2023$2,799 per active participant
2022$2,721 per active participant

Orthopaedic Solutions Management, LLC's 2024 employer contribution ran below 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 · 20243
T ROWE PRICE RPS INC · Recordkeeping · Trustee$130,953
BKS RETIREMENT SERVICES · Investment advisory (plan)$22,662
CHARLES SCHWAB & CO., INC. · Securities brokerage$149

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$153,604 · 0.11%
2023$84,035 · 0.08%
2022$70,612 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Oneblood, Inc. FL$160.3M · 0.24%
Healogics, LLC. FL$153.3M · 0.26%
Chapters Health System, Inc. FL$151.8M · 0.38%
Empath-Stratum, Inc. FL$145.4M · 0.30%
Ent Mso, LLC FL$134.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592929608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.