Plan Ledger DOL Form 5500 · updated monthly

Orthopedic & Sports Medicine Specialists of Green Bay Sc401(k)

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC 401K PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Orthopedic & Sports Medicine Specialists of Green Bay Sc reported $81,520 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $6,820 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 0.27%. 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 578th-largest of 1,936 plans among Wisconsin employers on file, and the 2,568th of 11,911 in health care & social assistance. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 124 to 193 since 2022.

Plan summary
Net assets, end of year$33,199,587
Participants with balances227
Active participants193
Employer contributions$1,316,178
Employee contributions$1,425,907
Employer contribution per active participant$6,820
Average account balance$146,254
Benefits paid to participants$1,991,654
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.2M · 227 accts · $1.3M emplr
2023$27.5M · 178 accts · $1.2M emplr
2022$24.4M · 150 accts · $861K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,591
Investment management$58,929
Total administrative$81,520
The Orthopedic & Sports Medicine Specialists of Green Bay Sc 401(k) match · 2024
Employer contribution per active participant$6,820
Median for plans this size$2,416
2024$6,820 per active participant
2023$8,223 per active participant
2022$6,947 per active participant

Orthopedic & Sports Medicine Specialists of Green Bay Sc'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 · 20242
PENSION INC · Contract administrator · Recordkeeping$22,591
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants) · Investment advisory (plan)$58,929

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

Recordkeeper by year2
2024PENSION INC
2023PENSION INC

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

Administrative cost history3
2024$81,520 · 0.27%
2023$76,459 · 0.29%
2022$82,076 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Tomah Memorial Hospital WI$35.5M · 0.36%
Vivent Health WI$34.8M · 0.11%
Rennes Group, Inc. WI$31.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261132759 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.