Plan Ledger DOL Form 5500 · updated monthly

Orthopaedics Northeast, PC401(k)

ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Orthopaedics Northeast, PC reported $60,130 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,015 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 0.07% to 0.06%. 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 146th-largest of 1,562 plans among Indiana employers on file, and the 1,070th of 11,911 in health care & social assistance. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$104,050,128
Participants with balances525
Active participants339
Employer contributions$2,717,196
Employee contributions$2,045,880
Employer contribution per active participant$8,015
Average account balance$198,191
Benefits paid to participants$11,957,531
Plan auditUnmodified (clean) audit opinion
AuditorBADEN GAGE & SCHROEDER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$104.1M · 525 accts · $2.7M emplr
2023$97.2M · 548 accts · $2.6M emplr
2022$82.6M · 560 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,947
Investment management$35,183
Total administrative$60,130
The Orthopaedics Northeast, PC 401(k) match · 2024
Employer contribution per active participant$8,015
Median for plans this size$3,635
2024$8,015 per active participant
2023$7,719 per active participant
2022$6,519 per active participant

Orthopaedics Northeast, PC'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 · 20245
FUTUREPLAN · Recordkeeping · Consulting$11,167
VESTIA PERSONAL WEALTH ADVISORS · Consulting · Investment advisory (plan)$27,183
PENSIONMARK FINANCIAL · Consulting · Investment advisory (plan)$15,000
LARSON FINANCIAL GROUP · Consulting · Investment advisory (plan)$7,932
WORLD INVESTMENT ADVISORS · Consulting · Investment advisory (plan)$5,000

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

Recordkeeper by year2
2024FUTUREPLAN
2023FUTUREPLAN

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

Administrative cost history3
2024$60,130 · 0.06%
2023$49,679 · 0.06%
2022$66,641 · 0.07%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
South Bend Clinic IN$160.8M · 0.11%
Unity Healthcare, LLC IN$105.5M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351496097 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.