Plan Ledger DOL Form 5500 · updated monthly

Orthotennessee, P.C.401(k)

ORTHOTENNESSEE 401(K) PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Orthotennessee, P.C. reported $324,031 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $7,605 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 0.17% to 0.22%. 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 117th-largest of 1,496 plans among Tennessee employers on file, and the 778th of 11,911 in health care & social assistance. In 2024, the employer put in $1.79 for every $1.00 employees contributed themselves; active participation has grown from 628 to 765 since 2022.

Plan summary
Net assets, end of year$153,341,426
Participants with balances857
Active participants765
Employer contributions$5,818,108
Employee contributions$3,241,616
Employer contribution per active participant$7,605
Average account balance$178,928
Benefits paid to participants$16,036,598
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$153.3M · 857 accts · $5.8M emplr
2023$144.3M · 771 accts · $5.3M emplr
2022$142.2M · 758 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,343
Investment management$167,791
Audit (IQPA)$5,897
Total administrative$324,031
The Orthotennessee, P.C. 401(k) match · 2024
Employer contribution per active participant$7,605
Median for plans this size$3,635
2024$7,605 per active participant
2023$8,739 per active participant
2022$7,711 per active participant

Orthotennessee, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20244
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan) · Investment management$91,807
SVRPC, INC. · Contract administrator$90,000
COULTER & JUSTUS, P.C.$5,897

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

Administrative cost history3
2024$324,031 · 0.22%
2023$351,474 · 0.25%
2022$265,006 · 0.17%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
The Campbell Clinic, P.C. TN$148.2M · 0.02%
Holston Medical Group, Inc. TN$147.1M · 0.32%
U.S. Urology Partners, LLC TN$144.0M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621700130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.