Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Specialty Group, P.C.401(k)

ORTHOPAEDIC SPECIALTY GROUP, P. C. 401(K) PENSION PLAN · FAIRFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Orthopaedic Specialty Group, P.C. reported $66,131 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $4,787 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 0.31% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 366th-largest of 1,106 plans among Connecticut employers on file, and the 2,390th of 11,911 in health care & social assistance. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 176 to 221 since 2022.

Plan summary
Net assets, end of year$36,700,957
Participants with balances333
Active participants221
Employer contributions$1,057,821
Employee contributions$1,164,795
Employer contribution per active participant$4,787
Average account balance$110,213
Benefits paid to participants$3,405,117
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.7M · 333 accts · $1.1M emplr
2023$33.3M · 325 accts · $1.2M emplr
2022$31.0M · 283 accts · $1.1M emplr
The Orthopaedic Specialty Group, P.C. 401(k) match · 2024
Employer contribution per active participant$4,787
Median for plans this size$2,416
2024$4,787 per active participant
2023$7,400 per active participant
2022$6,277 per active participant

Orthopaedic Specialty Group, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20245
FIDUCIENT ADVISORS LLC$29,437
PASI, LLC · Contract administrator$10,010
EMPOWER ADVISORY GROUP, LLC · Consulting$1,044

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$66,131 · 0.19%
2023$98,258 · 0.31%
2022$102,968 · 0.31%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Prime Healthcare, PC CT$41.4M · 0.19%
Visionary Eye Care Partners CT$38.2M · 0.02%
Americares Foundation, Inc. CT$36.9M · 0.35%
McLean Affiliates, Inc. CT$36.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061455612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.