What are the fees in the Orthoamerica Holdings, LLC 401(k) plan?

For plan year 2022, Orthoamerica Holdings, LLC reported $42,993 in plan administrative expenses, or 0.44% of average plan assets — below the peer median. Fund-level expense ratios are not included in public filings.

What is the Orthoamerica Holdings, LLC 401(k) match?

In 2022, employer contributions to the Orthoamerica Holdings, LLC plan averaged $1,559 per active participant, above the $1,114 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Orthoamerica Holdings, LLC 401(k)?

The average participant account balance was $82,666 for plan year 2022, based on 92 accounts.

Orthoamerica Holdings, LLC401(k)

Name: Orthoamerica Holdings, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

ORTHOAMERICA HOLDINGS, LLC EMPLOYEE SAVINGS PLAN · FRANKLIN, IN · plan year 2022

Reported admin expense ratio · 2022

0.44%

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

Orthoamerica Holdings, LLC reported $42,993 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,559 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 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (1,013th of 1,562), and 9,853rd of 13,661 in manufacturing. In 2022, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,605,246
Participants with balances92
Active participants63
Employer contributions$98,220
Employee contributions$192,284
Employer contribution per active participant$1,559
Average account balance$82,666
Benefits paid to participants$2,815,428
Plan auditUnmodified (clean) audit opinion
AuditorKEMPER CPA GROUP LLP

The Orthoamerica Holdings, LLC 401(k) match · 2022

Employer contribution per active participant$1,559

Median for plans this size$1,114

Orthoamerica Holdings, LLC's 2022 employer contribution ran above the $1,114 median for plans its size. 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

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$42,993 · 0.44%

Similar plansManufacturing · Indiana
Creative Liquid Coatings, Inc. IN$8.1M · 0.36%
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Culver Tool & Engineering, LLC IN$7.7M · 1.32%
Precision Products Group, Inc. IN$7.5M · 0.64%
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Elkhart Products Corporation IN$7.5M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852012124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.