Orthocarolina, P.A.401(k)
ORTHOCAROLINA 401(K)AND PROFIT SHARING PLAN · CHARLOTTE, NC · plan year 2025
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Orthocarolina, P.A. reported $272,907 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $7,450 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 3 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 71st-largest of 2,005 plans among North Carolina employers on file, and the 385th of 11,911 in health care & social assistance. In 2025, the employer put in $1.04 for every $1.00 employees contributed themselves; active participation has shrunk from 1,611 to 1,448 since 2022.
Orthocarolina, P.A.'s 2025 employer contribution ran above the $4,295 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 561093722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.