Plan Ledger DOL Form 5500 · updated monthly

Jordan-Young Inst. for Joint Reconstruction and Sports Medicine, PC401(k)

JORDAN-YOUNG INSTITUTE 401(K) PROFIT SHARING PLAN · VIRGINIA BEACH, VA · plan year 2022

Reported admin expense ratio · 2022
0.14%

Jordan-Young Inst. for Joint Reconstruction and Sports Medicine, PC reported $13,935 in plan administrative expenses for 2022: 0.14% of average plan assets, lower than ~75% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,263rd of 2,266), and 11,878th of 11,911 in health care & social assistance. In 2022, the employer put in $1.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$7,062
Participants with balances11
Active participants0
Employer contributions$428,997
Employee contributions$380,694
Employer contribution per active participant—
Average account balance$642
Benefits paid to participants$17,733,567
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,935
Total administrative$13,935
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$13,935 · 0.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 541377454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.