Plan Ledger DOL Form 5500 · updated monthly

Ortho Sport and Spine Physicians Ll401(k)

ESO MANAGEMENT LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Ortho Sport and Spine Physicians Ll reported $44,544 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $4,028 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 rose from 0.38% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (1,334th of 2,160), and 6,196th of 11,911 in health care & social assistance. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 190 to 316 since 2022.

Plan summary
Net assets, end of year$8,636,021
Participants with balances487
Active participants316
Employer contributions$1,272,847
Employee contributions$1,763,561
Employer contribution per active participant$4,028
Average account balance$17,733
Benefits paid to participants$390,626
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 487 accts · $1.3M emplr
2023$5.0M · 366 accts · $226K emplr
2022$1.9M · 276 accts · $215K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,864
Investment management$730
Total administrative$44,544
The Ortho Sport and Spine Physicians Ll 401(k) match · 2024
Employer contribution per active participant$4,028
Median for plans this size$1,313
2024$4,028 per active participant
2023$642 per active participant
2022$1,133 per active participant

Ortho Sport and Spine Physicians Ll's 2024 employer contribution ran above the $1,313 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 · 20242
MORGAN STANLEY SMITH BARNEY LLCindirect 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
2024$44,544 · 0.65%
2023$19,354 · 0.56%
2022$5,542 · 0.38%
Similar plansHealth Care & Social Assistance · Georgia
Triage Holding, Inc. GA$9.0M · 0.72%
Action Pact, Inc. GA$9.0M · 0.14%
Rezolut, LLC GA$8.9M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464698144 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.