Plan Ledger DOL Form 5500 · updated monthly

Orthocincy Orthopaedics & Sports Me401(k)

ORTHOCINCY RETIREMENT PLAN · EDGEWOOD, KY · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Orthocincy Orthopaedics & Sports Me reported $375,162 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,612 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 rose from 0.52% to 0.62%. 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 118th-largest of 871 plans among Kentucky employers on file, and the 1,511th of 11,911 in health care & social assistance. In 2024, the employer put in $1.58 for every $1.00 employees contributed themselves; active participation has grown from 361 to 543 since 2022.

Plan summary
Net assets, end of year$65,241,631
Participants with balances593
Active participants543
Employer contributions$3,590,045
Employee contributions$2,273,553
Employer contribution per active participant$6,612
Average account balance$110,020
Benefits paid to participants$2,850,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.2M · 593 accts · $3.6M emplr
2023$55.3M · 550 accts · $3.1M emplr
2022$43.5M · 464 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$172,187
Investment management$202,975
Total administrative$375,162
The Orthocincy Orthopaedics & Sports Me 401(k) match · 2024
Employer contribution per active participant$6,612
Median for plans this size$3,635
2024$6,612 per active participant
2023$6,884 per active participant
2022$7,079 per active participant

Orthocincy Orthopaedics & Sports Me's 2024 employer contribution ran above the $3,635 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 · 202410
OPUS CAPITAL GROUP LLC · Investment advisory (plan)$70,266
MORGAN STANLEY$31,294
FUTURES PLANNING GROUP, INC. · Contract administrator$25,455
RAYMOND JAMES$19,210
WEALTH DIMENSIONS$17,348
MORGAN STANLEY WEALTH MANAGEMENT$16,344
ALLWORTH FINANCIAL$14,941
THOR WEALTH MANAGEMENT$11,955
BENEFITS ADMINISTATORS LLC · Contract administrator$450

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$375,162 · 0.62%
2023$224,760 · 0.45%
2022$254,241 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Tj Regional Health Inc. KY$83.2M · 0.38%
One Anesthesia, PLLC KY$76.8M · 0.22%
Hospice of the Bluegrass KY$67.9M · 0.05%
Hosparus, Inc. KY$53.2M · 0.41%
Seven Counties Services KY$50.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611274265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.