Plan Ledger DOL Form 5500 · updated monthly

Orthalign, Inc.401(k)

ORTHALIGN 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Orthalign, Inc. reported $62,321 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,636th of 9,483), and 10,630th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$6,097,309
Participants with balances132
Active participants125
Employer contributions$0
Employee contributions$1,158,464
Employer contribution per active participant$0
Average account balance$46,192
Benefits paid to participants$325,398
Plan auditUnmodified (clean) audit opinion
AuditorEIDE BAILLY LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,363
Investment management$30,958
Total administrative$62,321
The Orthalign, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Orthalign, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20243
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$24,686
EMPOWER ADVISORY GROUP, LLC · Investment management$6,272

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

Administrative cost history1
2024$62,321 · 1.20%
Same employer
Similar plansManufacturing · California
Seed Health, Inc. CA$6.1M · 0.20%
Arcadia Chair Company CA$6.1M · 0.94%
Sun Valley, LLC CA$6.1M · 0.06%
Microfabrica, Inc. CA$6.1M · 0.40%
Hint, Inc. CA$6.1M · 0.52%
Crown Technical Systems CA$6.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202011918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.