Plan Ledger DOL Form 5500 · updated monthly

Orthoalliance Mso, LLC401(k)

ORTHOALLIANCE 401(K) PLAN · MINNETONKA, MN · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Orthoalliance Mso, LLC reported $425,402 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $6,756 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 $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 146th-largest of 1,918 plans among Minnesota employers on file, and the 583rd of 11,911 in health care & social assistance. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$233,413,494
Participants with balances3,066
Active participants2,440
Employer contributions$16,483,601
Employee contributions$15,186,591
Employer contribution per active participant$6,756
Average account balance$76,130
Benefits paid to participants$12,617,135
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$310,528
Investment management$112,424
Total administrative$425,402
The Orthoalliance Mso, LLC 401(k) match · 2024
Employer contribution per active participant$6,756
Median for plans this size$3,635

Orthoalliance Mso, LLC'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 · 20243
LATITUTDE SERVICE COMPANY$66,090
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$48,235
BARNES DENNIG$6,500

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$425,402 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Mankato Clinic LTD MN$236.0M · 0.14%
Gn Hearing Care Corporation MN$199.9M · 0.03%
Park Dental Partners, Inc. MN$198.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842250518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.