Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Associates of Central Texas, P.A.401(k)

OACT 401(K) PLAN · ROUND ROCK, TX · plan year 2022

Reported admin expense ratio · 2022
1.10%

Orthopaedic Associates of Central Texas, P.A. reported $144,531 in plan administrative expenses for 2022: 1.10% of average plan assets, higher than ~90% of peers. 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,200th of 5,688), and 6,028th of 11,911 in health care & social assistance. In 2022, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,099,371
Participants with balances202
Active participants0
Employer contributions$120,965
Employee contributions$317,700
Employer contribution per active participant—
Average account balance$45,046
Benefits paid to participants$5,681,716
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $83K emplr
2022$9.1M · 202 accts · $121K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$50,734
Investment management$27,259
Total administrative$144,531
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$144,531 · 1.10%
Similar plansHealth Care & Social Assistance · Texas
Nutex Health Holdco, LLC TX$9.3M · 2.28%
Biote Medical, LLC TX$9.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742343512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.