Plan Ledger DOL Form 5500 · updated monthly

Ortholonestar, PLLC401(k)

ORTHOLONESTAR 401(K) RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Ortholonestar, PLLC reported $203,074 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $8,222 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 0.12% to 0.09%. 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 355th-largest of 5,688 plans among Texas employers on file, and the 587th of 11,911 in health care & social assistance. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 827 to 1,002 since 2022.

Plan summary
Net assets, end of year$230,989,245
Participants with balances1,387
Active participants1,002
Employer contributions$8,238,593
Employee contributions$6,479,956
Employer contribution per active participant$8,222
Average account balance$166,539
Benefits paid to participants$8,214,204
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$231.0M · 1,387 accts · $8.2M emplr
2023$198.2M · 1,283 accts · $7.7M emplr
2022$168.4M · 1,238 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,634
Trustee / custodial$200
Total administrative$203,074
The Ortholonestar, PLLC 401(k) match · 2024
Employer contribution per active participant$8,222
Median for plans this size$3,635
2024$8,222 per active participant
2023$8,335 per active participant
2022$7,757 per active participant

Ortholonestar, PLLC's 2024 employer contribution ran above the $3,635 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.

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
JOHN HANCOCK · Recordkeeping$124,302
THE MANDMARBLESTONE GROUP LLC · Legal$56,223

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$203,074 · 0.09%
2023$190,059 · 0.10%
2022$197,610 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Southwest Key Programs, Inc. TX$277.1M · 0.40%
Caris Science, Inc. TX$141.1M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842136648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.