Plan Ledger DOL Form 5500 · updated monthly

Orthoscan, Inc.401(k)

ORTHOSCAN, INC. 401(K) P/S PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Orthoscan, Inc. reported $34,243 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,570 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 rose from 0.28% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 544th-largest of 1,285 plans among Arizona employers on file, and 8,253rd of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 148 to 183 since 2022.

Plan summary
Net assets, end of year$11,296,706
Participants with balances169
Active participants183
Employer contributions$470,367
Employee contributions$915,512
Employer contribution per active participant$2,570
Average account balance$66,844
Benefits paid to participants$453,883
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 169 accts · $470K emplr
2023$8.9M · 165 accts · $376K emplr
2022$6.8M · 157 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,026
Investment management$22,217
Total administrative$34,243
The Orthoscan, Inc. 401(k) match · 2024
Employer contribution per active participant$2,570
Median for plans this size$2,416
2024$2,570 per active participant
2023$2,338 per active participant
2022$2,438 per active participant

Orthoscan, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$12,026
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)$22,217

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$34,243 · 0.34%
2023$15,470 · 0.20%
2022$19,238 · 0.28%
Same employer
Similar plansManufacturing · Arizona
Darling Industries Inc. AZ$12.5M · 0.18%
Loftin Equipment Company AZ$12.0M · 0.91%
Trendwood Inc AZ$11.5M · 0.05%
Leoni Wiring Systems AZ$11.2M · 0.11%
R&R Products, Inc. AZ$10.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201602923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.