Plan Ledger DOL Form 5500 · updated monthly

Orthoconnecticut, PLLC401(k)

ORTHOCONNECTICUT, PC EMPLOYEES' 401(K) PROFIT SHARING PLAN · DANBURY, CT · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Orthoconnecticut, PLLC reported $27,969 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,821 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 0.04% to 0.05%. 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 265th-largest of 1,106 plans among Connecticut employers on file, and the 1,544th of 11,911 in health care & social assistance. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 158 to 189 since 2022.

Plan summary
Net assets, end of year$63,098,168
Participants with balances268
Active participants189
Employer contributions$533,116
Employee contributions$1,302,515
Employer contribution per active participant$2,821
Average account balance$235,441
Benefits paid to participants$2,238,182
Plan auditUnmodified (clean) audit opinion
AuditorTEPLITZKY AND COMPANY P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$63.1M · 268 accts · $533K emplr
2023$55.5M · 262 accts · $1.8M emplr
2022$49.8M · 243 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,894
Investment management$75
Total administrative$27,969
The Orthoconnecticut, PLLC 401(k) match · 2024
Employer contribution per active participant$2,821
Median for plans this size$3,635
2024$2,821 per active participant
2023$10,223 per active participant
2022$10,250 per active participant

Orthoconnecticut, PLLC's 2024 employer contribution ran below 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$27,968
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,969 · 0.05%
2023$24,455 · 0.05%
2022$23,539 · 0.04%
Similar plansHealth Care & Social Assistance · Connecticut
Connecticut Gi, P.C. CT$72.8M · 0.17%
Day Kimball Hospital CT$61.7M · 0.39%
Radiology Services, LLC CT$59.8M · 0.22%
Wheeler Clinic, Inc. CT$57.3M · 0.93%
Ivs Intermediate, LLC CT$55.3M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060851044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.