Plan Ledger DOL Form 5500 · updated monthly

Mercer Bucks Orthopaedics, P.C.401(k)

MERCER BUCKS ORTHOPAEDICS, P.C. 401K AND PROFIT SHARING PLAN · HAMILTON, NJ · plan year 2023

Reported admin expense ratio · 2023
0.50%

Mercer Bucks Orthopaedics, P.C. reported $77,762 in plan administrative expenses for 2023: 0.50% of average plan assets, higher 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.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,195th-largest of 2,419 plans among New Jersey employers on file, and the 4,316th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$15,966,705
Participants with balances150
Active participants69
Employer contributions—
Employee contributions$264,274
Employer contribution per active participant—
Average account balance$106,445
Benefits paid to participants$1,966,724
Plan auditUnmodified (clean) audit opinion
AuditorBACHELER & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $11K emplr
2023$16.0M · 150 accts
2022$15.0M · 145 accts · $405K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$77,762
Total administrative$77,762
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
CRESAP INC. · Investment advisory (plan)$25,086
CAPITAL GROUP RETIREMENT PLAN SVCS$13,155
FUTUREPLAN BY ASCENSUS · Contract administrator$1,445
CONTNENTAL BENEFITS GROUP INC · Contract administratorindirect comp

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

Administrative cost history3
2024Not separately reported
2023$77,762 · 0.50%
2022$85,800 · 0.53%
Similar plansHealth Care & Social Assistance · New Jersey
Dialyze Direct, LLC NJ$16.1M · 0.11%
Zufall Health Center NJ$16.0M · 0.30%
Fellowshiplife, Inc. NJ$15.9M · 0.68%
Vanguard Medical Group, PA NJ$15.9M · 0.05%
Bright Harbor Healthcare NJ$15.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223572852 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.