Plan Ledger DOL Form 5500 · updated monthly

Hunterdon Orthopedic Institute401(k)

HUNTERDON ORTHOPEDIC INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST · FLEMINGTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Hunterdon Orthopedic Institute reported $75,227 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $9,917 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.

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 1,014th-largest of 2,419 plans among New Jersey employers on file, and the 3,424th of 11,911 in health care & social assistance. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$22,175,629
Participants with balances93
Active participants84
Employer contributions$832,992
Employee contributions$743,280
Employer contribution per active participant$9,917
Average account balance$238,448
Benefits paid to participants$891,504
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,946
Investment management$39,321
Trustee / custodial$960
Total administrative$75,227
The Hunterdon Orthopedic Institute 401(k) match · 2024
Employer contribution per active participant$9,917
Median for plans this size$2,416

Hunterdon Orthopedic Institute'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
PAYCHEX, INC. · Recordkeeping$34,979
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan)$39,321

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

Administrative cost history1
2024$75,227 · 0.37%
Similar plansHealth Care & Social Assistance · New Jersey
Pediatric Affiliates, P.A. NJ$23.1M · 0.56%
Eden Autism Services, Inc. NJ$22.3M · 1.27%
Refac Optical Group NJ$22.3M · 0.24%
Fellowshiplife, Inc. NJ$22.2M · 0.77%
Care Plus Nj, Inc. NJ$22.0M · 0.37%
Pnp Pediatrics, LLC NJ$21.9M · 0.39%
Autumn Lake Healthcare LLC NJ$21.4M · 0.23%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 222175464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.