Plan Ledger DOL Form 5500 · updated monthly

Orthopaedic Specialty Institute Medical Group of Orange County401(k)

ORTHOPAEDIC SPECIALTY INSTITUTE MEDICAL GROUP 401(K) PROFIT SHARING PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Orthopaedic Specialty Institute Medical Group of Orange County reported $100,874 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $6,074 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 0.34% to 0.31%. 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 2,371st-largest of 9,483 plans among California employers on file, and the 2,458th 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 154 to 177 since 2022.

Plan summary
Net assets, end of year$35,193,778
Participants with balances233
Active participants177
Employer contributions$1,075,098
Employee contributions$1,184,417
Employer contribution per active participant$6,074
Average account balance$151,046
Benefits paid to participants$761,498
Plan auditUnmodified (clean) audit opinion
AuditorYOUNGER & COMPANY, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$35.2M · 233 accts · $1.1M emplr
2023$29.2M · 206 accts · $1.0M emplr
2022$24.7M · 192 accts · $931K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,044
Investment management$62,637
Trustee / custodial$8,091
Total administrative$100,874
The Orthopaedic Specialty Institute Medical Group of Orange County 401(k) match · 2024
Employer contribution per active participant$6,074
Median for plans this size$2,416
2024$6,074 per active participant
2023$5,522 per active participant
2022$6,044 per active participant

Orthopaedic Specialty Institute Medical Group of Orange County'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 · 20243
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$30,044
MERCER ADVISORS · Investment management$62,637
NEWPORT TRUST COMPANY · Claims processing · Custodial (securities)$8,091

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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

Administrative cost history3
2024$100,874 · 0.31%
2023$85,491 · 0.32%
2022$88,134 · 0.34%
Similar plansHealth Care & Social Assistance · California
Sante Health Systems, Inc. CA$35.4M · 0.10%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330905995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.