Plan Ledger DOL Form 5500 · updated monthly

Orthoalaska, LLC401(k)

ORTHOALASKA, LLC 401(K) RETIREMENT PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Orthoalaska, LLC reported $68,695 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $5,253 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 0.27% 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 44th-largest of 160 plans among Alaska employers on file, and the 2,064th of 11,911 in health care & social assistance. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 272 to 483 since 2022.

Plan summary
Net assets, end of year$44,315,676
Participants with balances588
Active participants483
Employer contributions$2,537,263
Employee contributions$3,112,816
Employer contribution per active participant$5,253
Average account balance$75,367
Benefits paid to participants$3,638,570
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.3M · 588 accts · $2.5M emplr
2023$35.0M · 397 accts · $2.1M emplr
2022$27.1M · 373 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Investment management$68,695
Total administrative$68,695
The Orthoalaska, LLC 401(k) match · 2024
Employer contribution per active participant$5,253
Median for plans this size$2,416
2024$5,253 per active participant
2023$6,595 per active participant
2022$6,335 per active participant

Orthoalaska, 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 · 20242
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$68,695

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$68,695 · 0.17%
2023$56,909 · 0.18%
2022$77,467 · 0.27%
Same employer
Similar plansHealth Care & Social Assistance · Alaska
Alaska Heart Institute, LLC AK$74.5M · 0.06%
Maniilaq Association AK$43.8M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475401292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.