Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Associates of Lancaster, LTD.401(k)

ORTHOPEDIC ASSOCIATES OF LANCASTER, LTD. 401(K) PROFIT SHARING PLAN · MANHEIM, PA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Orthopedic Associates of Lancaster, LTD. reported $147,429 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $6,432 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 0.36% to 0.32%. 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 785th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,868th of 11,911 in health care & social assistance. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 236 to 282 since 2022.

Plan summary
Net assets, end of year$50,318,730
Participants with balances378
Active participants282
Employer contributions$1,813,700
Employee contributions$1,671,183
Employer contribution per active participant$6,432
Average account balance$133,118
Benefits paid to participants$738,202
Plan auditUnmodified (clean) audit opinion
AuditorWALZ GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$50.3M · 378 accts · $1.8M emplr
2023$41.0M · 385 accts · $1.6M emplr
2022$32.8M · 395 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,240
Investment management$143,189
Total administrative$147,429
The Orthopedic Associates of Lancaster, LTD. 401(k) match · 2024
Employer contribution per active participant$6,432
Median for plans this size$2,416
2024$6,432 per active participant
2023$5,948 per active participant
2022$6,565 per active participant

Orthopedic Associates of Lancaster, LTD.'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
FULTON BANK, N.A. · Recordkeeping · Consulting$96,418
GARDNER RUSSO & GARDNER, LLC · Investment advisory (participants)$28,475
UBS FINANCIAL SERVICES, INC. · Investment advisory (participants)$14,323

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

Recordkeeper by year2
2024FULTON BANK, N.A.
2023FULTON BANK, N.A.

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Administrative cost history3
2024$147,429 · 0.32%
2023$143,017 · 0.39%
2022$128,440 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Guardian Healthcare PA$50.7M · 0.39%
Pmhcc, Inc. PA$47.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231879220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.