Plan Ledger DOL Form 5500 · updated monthly

Fort Wayne Orthopaedics, LLC401(k)

FORT WAYNE ORTHOPAEDICS, LLC PROFIT SHARING PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Fort Wayne Orthopaedics, LLC reported $53,884 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,316 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 0.13% to 0.11%. 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 267th-largest of 1,562 plans among Indiana employers on file, and the 1,755th 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$53,853,891
Participants with balances323
Active participants249
Employer contributions$1,572,669
Employee contributions$1,631,285
Employer contribution per active participant$6,316
Average account balance$166,730
Benefits paid to participants$1,757,531
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.9M · 323 accts · $1.6M emplr
2023$45.7M · 328 accts · $1.5M emplr
2022$38.8M · 325 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,579
Investment management$7,305
Total administrative$53,884
The Fort Wayne Orthopaedics, LLC 401(k) match · 2024
Employer contribution per active participant$6,316
Median for plans this size$2,416
2024$6,316 per active participant
2023$6,509 per active participant
2022$6,506 per active participant

Fort Wayne Orthopaedics, LLC'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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,305

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$53,884 · 0.11%
2023$51,433 · 0.12%
2022$52,658 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Urology of Indiana, LLC IN$60.8M · 0.32%
Dienen, Inc. IN$52.5M
Bhi Senior Living, Inc. IN$52.2M · 0.46%
Radiology, Inc. IN$51.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351893082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.