Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Care Partners Management LLC401(k)

ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN · GAINESVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Orthopedic Care Partners Management LLC reported $285,855 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $5,200 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 0.24% to 0.20%. 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 220th-largest of 3,644 plans among Florida employers on file, and the 750th 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 1,164 to 1,464 since 2022.

Plan summary
Net assets, end of year$161,071,059
Participants with balances1,480
Active participants1,464
Employer contributions$7,612,654
Employee contributions$6,981,415
Employer contribution per active participant$5,200
Average account balance$108,832
Benefits paid to participants$12,787,767
Plan auditUnmodified (clean) audit opinion
AuditorPLANTE & MORAN, PPLC
Plan history3
Yearassets · accounts · employer contribution
2024$161.1M · 1,480 accts · $7.6M emplr
2023$131.0M · 1,277 accts · $6.5M emplr
2022$104.0M · 1,235 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$190,855
Investment management$95,000
Total administrative$285,855
The Orthopedic Care Partners Management LLC 401(k) match · 2024
Employer contribution per active participant$5,200
Median for plans this size$3,635
2024$5,200 per active participant
2023$5,099 per active participant
2022$5,391 per active participant

Orthopedic Care Partners Management LLC's 2024 employer contribution ran above the $3,635 median for plans its size. 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
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Investment advisory (plan)$149,365
D.B. ROOT & COMPANY LLC · Investment advisory (plan)$95,000
METRO BENEFITS, INC. · Plan administrator$41,490

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$285,855 · 0.20%
2023$248,213 · 0.21%
2022$205,462 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Dental Care Alliance FL$183.8M · 0.32%
Uf Health-Central Florida FL$169.3M · 0.22%
Akumin Inc. FL$163.5M · 0.35%
Oneblood, Inc. FL$160.3M · 0.24%
Healogics, LLC. FL$153.3M · 0.26%
Chapters Health System, Inc. FL$151.8M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823301294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.