Plan Ledger DOL Form 5500 · updated monthly

Orthofi, Inc.401(k)

ORTHOFI 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Orthofi, Inc. reported $13,275 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $604 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (887th of 1,461), and 8,734th of 11,654 in professional & technical services. In 2024, employees put in $3.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,891,396
Participants with balances309
Active participants265
Employer contributions$160,113
Employee contributions$601,410
Employer contribution per active participant$604
Average account balance$25,538
Benefits paid to participants$465,391
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,193
Investment management$4,082
Total administrative$13,275
The Orthofi, Inc. 401(k) match · 2024
Employer contribution per active participant$604
Median for plans this size$1,313

Orthofi, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,193

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

Administrative cost history1
2024$13,275 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Colorado
Anthesis LLC CO$8.3M · 0.50%
Unbridled Solutions, LLC CO$8.0M · 0.13%
Adcellerant, LLC CO$7.9M · 0.09%
Booyah Advertising, Inc. CO$7.9M · 0.05%
Efolder, Inc. CO$7.7M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462004040 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.