Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Health of Kansas City PC401(k)

ORTHOPEDIC HEALTH OF KANSAS CITY P.C. PROFIT SHARING 401(K) PLAN · NORTH KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.12%

Orthopedic Health of Kansas City PC reported $22,802 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. 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 0.32% to 0.12%. 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 604th-largest of 1,393 plans among Missouri employers on file, and the 3,718th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$19,788,643
Participants with balances107
Active participants93
Employer contributions—
Employee contributions$305,889
Employer contribution per active participant—
Average account balance$184,941
Benefits paid to participants$114,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.8M · 107 accts
2023$16.8M · 110 accts · $942K emplr
2022$14.3M · 125 accts · $853K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,782
Investment management$14,020
Total administrative$22,802
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
NEWPORT GROUP, INC. · Loan processing · Recordkeeping$8,782
STEFFES FINANCIAL LTD · Investment advisory (plan)$14,020

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$22,802 · 0.12%
2023$46,845 · 0.30%
2022$45,234 · 0.32%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Fv Services, Inc MO$22.3M · 0.41%
Great Circle MO$19.4M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 430948214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.