Plan Ledger DOL Form 5500 · updated monthly

Houston Orthopaedic Surgery & Sport Medicine, P.C.401(k)

HOUSTON ORTHOPAEDIC SURGERY & SPORTS MEDICINE, P.C. 401(K) PROFIT SHARING PLAN · WARNER ROBINS, GA · plan year 2025

Reported admin expense ratio · 2025
0.42%

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

Houston Orthopaedic Surgery & Sport Medicine, P.C. reported $79,661 in plan administrative expenses for 2025: 0.42% of average plan assets, above the peer median. Employer contributions averaged $2,322 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 4 years on file its reported administrative ratio has held roughly steady near 0.416%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 892nd-largest of 2,160 plans among Georgia employers on file, and the 3,798th of 11,911 in health care & social assistance. In 2025, employees put in $2.28 for every $1.00 the employer contributed; active participation has shrunk from 93 to 77 since 2022.

Plan summary
Net assets, end of year$19,198,332
Participants with balances104
Active participants77
Employer contributions$178,807
Employee contributions$408,146
Employer contribution per active participant$2,322
Average account balance$184,599
Benefits paid to participants$2,719,880
Plan auditUnmodified (clean) audit opinion
AuditorCLH CPAS, LLC.
Plan history4
Yearassets · accounts · employer contribution
2025$19.2M · 104 accts · $179K emplr
2024$19.1M · 106 accts · $179K emplr
2023$17.9M · 124 accts · $567K emplr
2022$16.7M · 121 accts · $507K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$47,489
Investment management$32,172
Total administrative$79,661
The Houston Orthopaedic Surgery & Sport Medicine, P.C. 401(k) match · 2025
Employer contribution per active participant$2,322
Median for plans this size$2,666
2025$2,322 per active participant
2024$2,135 per active participant
2023$6,096 per active participant
2022$5,452 per active participant

Houston Orthopaedic Surgery & Sport Medicine, P.C.'s 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
ASCENSUS LLC · Loan processing · Recordkeeping$47,489
ONE DIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$30,156

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$79,661 · 0.42%
2024$85,135 · 0.46%
2023$79,981 · 0.46%
2022$77,009 · 0.42%
Similar plansHealth Care & Social Assistance · Georgia
Madison Services Group, LLC GA$19.1M · 1.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582394003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.