Plan Ledger DOL Form 5500 · updated monthly

Golden State Orthopedics & Spine401(k)

GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Golden State Orthopedics & Spine reported $420,113 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $7,137 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 0.45% to 0.41%. 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 928th-largest of 9,483 plans among California employers on file, and the 1,026th of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 333 to 431 since 2022.

Plan summary
Net assets, end of year$109,426,231
Participants with balances768
Active participants431
Employer contributions$3,075,949
Employee contributions$2,428,088
Employer contribution per active participant$7,137
Average account balance$142,482
Benefits paid to participants$4,807,991
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.4M · 768 accts · $3.1M emplr
2023$96.0M · 702 accts · $2.8M emplr
2022$79.5M · 587 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,793
Investment management$342,539
Trustee / custodial$216
Total administrative$420,113
The Golden State Orthopedics & Spine 401(k) match · 2024
Employer contribution per active participant$7,137
Median for plans this size$3,635
2024$7,137 per active participant
2023$7,748 per active participant
2022$8,079 per active participant

Golden State Orthopedics & Spine's 2024 employer contribution ran above the $3,635 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 · 20246
PENSIONONE ADVISORS · Contract administrator · Recordkeeping$74,593
CAPITAL PERFORMANCE ADVISORS · Investment advisory (participants) · Investment advisory (plan)$216,926
PILLER WEALTH MGMT LLC · Investment advisory (participants)$48,450
ROCKELFELLER GLOBAL FAMILY OFFICE · Investment advisory (participants)$46,972
STELVIO PRIVATE WEALTH · Investment advisory (participants)$14,663
A.C. SONDHI & ASSOC, LLC · Investment advisory (participants)$12,995

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

Recordkeeper by year2
2024PENSIONONE ADVISORS
2023PENSIONONE ADVISORS, Vanguard

This plan has changed recordkeepers within these filings. If you left Golden State Orthopedics & Spine before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$420,113 · 0.41%
2023$463,348 · 0.53%
2022$328,136 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · California
Included Health, Inc. CA$112.1M · 0.22%
La Clinica de la Raza, Inc. CA$111.1M · 0.25%
Packard Medical Group, Inc. CA$102.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943375456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.