Plan Ledger DOL Form 5500 · updated monthly

Nebraska Orthopaedic Center, P.C.401(k)

NEBRASKA ORTHOPAEDIC CENTER, P.C. 401(K) PROFIT SHARING PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Nebraska Orthopaedic Center, P.C. reported $30,579 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,054 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 0.053% to 0.047%. 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 96th-largest of 565 plans among Nebraska employers on file, and the 1,473rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$68,229,635
Participants with balances331
Active participants277
Employer contributions$2,507,914
Employee contributions$1,901,358
Employer contribution per active participant$9,054
Average account balance$206,132
Benefits paid to participants$5,527,358
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ AND COMPANY PC
Plan history3
Yearassets · accounts · employer contribution
2024$68.2M · 331 accts · $2.5M emplr
2023$60.8M · 323 accts · $2.4M emplr
2022$49.8M · 311 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,579
Total administrative$30,579
The Nebraska Orthopaedic Center, P.C. 401(k) match · 2024
Employer contribution per active participant$9,054
Median for plans this size$3,635
2024$9,054 per active participant
2023$9,318 per active participant
2022$8,523 per active participant

Nebraska Orthopaedic Center, 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,589

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$30,579 · 0.05%
2023$12,738 · 0.02%
2022$20,773 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Vetter Senior Living NE$86.1M · 0.00%
Mdwest One, P.C. NE$67.1M · 0.22%
Immanuel NE$53.4M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911779832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.