Plan Ledger DOL Form 5500 · updated monthly

Louisiana Orthopaedic Specialists, LLC401(k)

LOUISIANA ORTHOPAEDIC SPECIALISTS 401(K) PLAN · LAFAYETTE, LA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Louisiana Orthopaedic Specialists, LLC reported $29,506 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $5,040 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 0.37% to 0.17%. 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 263rd-largest of 884 plans among Louisiana employers on file, and the 3,812th of 11,911 in health care & social assistance. In 2024, the employer put in $1.30 for every $1.00 employees contributed themselves; active participation has grown from 158 to 207 since 2022.

Plan summary
Net assets, end of year$19,094,952
Participants with balances290
Active participants207
Employer contributions$1,043,279
Employee contributions$800,329
Employer contribution per active participant$5,040
Average account balance$65,845
Benefits paid to participants$1,405,478
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 290 accts · $1.0M emplr
2023$16.4M · 219 accts · $954K emplr
2022$12.3M · 206 accts · $865K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,612
Investment management$2,894
Total administrative$29,506
The Louisiana Orthopaedic Specialists, LLC 401(k) match · 2024
Employer contribution per active participant$5,040
Median for plans this size$2,416
2024$5,040 per active participant
2023$5,154 per active participant
2022$5,474 per active participant

Louisiana Orthopaedic Specialists, LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,612

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

Administrative cost history3
2024$29,506 · 0.17%
2023$25,833 · 0.18%
2022$47,213 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana
Eye Medical Center LA$22.1M · 0.02%
Commcare Corporation LA$20.8M · 0.49%
Southern Urology, LLC LA$20.6M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263025784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.