Plan Ledger DOL Form 5500 · updated monthly

Georgia Bone & Joint, LLC401(k)

GEORGIA BONE & JOINT, LLC 401(K) PROFIT SHARING PLAN · NEWMAN, GA · plan year 2022

Reported admin expense ratio · 2022
0.97%

Georgia Bone & Joint, LLC reported $111,612 in plan administrative expenses for 2022: 0.97% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,805th of 2,160), and 9,103rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,209,333
Participants with balances21
Active participants0
Employer contributions—
Employee contributions$104,118
Employer contribution per active participant—
Average account balance$152,825
Benefits paid to participants$4,246,289
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$55,335
Investment management$53,081
Professional / advisory$3,000
Total administrative$111,612
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$111,612 · 0.97%
Similar plansHealth Care & Social Assistance · Georgia
Longleaf Hospice, LLC GA$3.3M · 0.81%
Island Health Care, Inc. GA$3.3M · 0.73%
Medzed, LLC GA$3.1M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582614918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.