Plan Ledger DOL Form 5500 · updated monthly

Orthoatlanta401(k)

ORTHOATLANTA 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Orthoatlanta reported $107,966 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,498 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 0.30% to 0.25%. 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 488th-largest of 2,160 plans among Georgia employers on file, and the 1,992nd of 11,911 in health care & social assistance. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 340 to 662 since 2022.

Plan summary
Net assets, end of year$46,520,665
Participants with balances803
Active participants662
Employer contributions$2,315,531
Employee contributions$3,193,567
Employer contribution per active participant$3,498
Average account balance$57,934
Benefits paid to participants$3,224,148
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.5M · 803 accts · $2.3M emplr
2023$38.8M · 601 accts · $1.1M emplr
2022$31.2M · 514 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,946
Investment management$40,020
Total administrative$107,966
The Orthoatlanta 401(k) match · 2024
Employer contribution per active participant$3,498
Median for plans this size$2,416
2024$3,498 per active participant
2023$1,844 per active participant
2022$5,243 per active participant

Orthoatlanta's 2024 employer contribution ran above the $2,416 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

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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$39,820
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$200
RETIREMENT PLAN ADMINISTRATORS, 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$107,966 · 0.25%
2023$106,750 · 0.31%
2022$99,357 · 0.30%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Anesthesia Associates Of GA$50.8M · 0.05%
Optim Orthopedics, LLC GA$46.3M · 0.17%
D4C Dental Brands, Inc. GA$45.5M · 0.42%
Thomas Eye Group P.C. GA$43.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030482395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.