Plan Ledger DOL Form 5500 · updated monthly

Orthopedic Institute of Newport Beach Limited PartnershipProfit-sharing plan

NOI PROFIT SHARING PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Orthopedic Institute of Newport Beach Limited Partnership reported $23,311 in plan administrative expenses for 2024: 0.76% of average plan assets, above the peer median. Employer contributions averaged $2,448 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (7,799th of 9,483), and 9,184th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,100,828
Participants with balances191
Active participants149
Employer contributions$364,774
Employee contributions—
Employer contribution per active participant$2,448
Average account balance$16,235
Benefits paid to participants$631,366
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS, HORSFALL, MURPLY & PINDROH
Administrative expenses, itemized · 2024
Investment management$23,311
Total administrative$23,311
Employer contributions to the Orthopedic Institute of Newport Beach Limited Partnership plan · 2024
Employer contribution per active participant$2,448
Median for plans this size$1,313

Orthopedic Institute of Newport Beach Limited Partnership's 2024 employer contribution ran above the $1,313 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 · 20241
JACKSON FINANCIAL MANAGEMENT · Investment advisory (participants)$23,311

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

Administrative cost history1
2024$23,311 · 0.76%
Similar plansHealth Care & Social Assistance · California
Lincoln Training Center CA$3.1M · 0.10%
Oparc CA$3.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800856095 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.