Plan Ledger DOL Form 5500 · updated monthly

Lakeshore Bone & Joint Institute, P.C.401(k)

LAKESHORE BONE & JOINT INSTITUTE, P.C. EMPLOYEES' 401(K) SAVINGS AND PROFIT SHARING PLAN · CHESTERTON, IN · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Lakeshore Bone & Joint Institute, P.C. reported $11,039 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,877 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 0.03% to 0.02%. 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 256th-largest of 1,562 plans among Indiana employers on file, and the 1,678th of 11,911 in health care & social assistance. In 2024, the employer put in $1.44 for every $1.00 employees contributed themselves; active participation has grown from 183 to 287 since 2022.

Plan summary
Net assets, end of year$57,676,194
Participants with balances143
Active participants287
Employer contributions$1,973,678
Employee contributions$1,368,874
Employer contribution per active participant$6,877
Average account balance$403,330
Benefits paid to participants$3,099,793
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.7M · 143 accts · $2.0M emplr
2023$50.6M · 282 accts · $1.8M emplr
2022$41.5M · 272 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,039
Total administrative$11,039
The Lakeshore Bone & Joint Institute, P.C. 401(k) match · 2024
Employer contribution per active participant$6,877
Median for plans this size$3,635
2024$6,877 per active participant
2023$8,797 per active participant
2022$9,796 per active participant

Lakeshore Bone & Joint Institute, P.C.'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 · 20241
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$11,039

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$11,039 · 0.02%
2023$7,819 · 0.02%
2022$11,335 · 0.03%
Same employer
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First Urology P.S.C. IN$63.5M · 0.39%
Urology of Indiana, LLC IN$60.8M · 0.32%
Dienen, Inc. IN$52.5M

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Source: U.S. Department of Labor, Form 5500 series, EIN 351151025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.