Plan Ledger DOL Form 5500 · updated monthly

Premier Orthopaedics & Sports Medicine, P.L.C.401(k)

PREMIER ORTHOPAEDICS & SPORTS MEDICINE, P.L.C. 401(K) PROFIT SHARING PLAN · COLUMBUS, GA · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Premier Orthopaedics & Sports Medicine, P.L.C. reported $82,743 in plan administrative expenses for 2023: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $8,814 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 0.26% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 909th-largest of 2,160 plans among Georgia employers on file, and the 3,878th of 11,911 in health care & social assistance. In 2023, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$18,605,181
Participants with balances129
Active participants91
Employer contributions$802,035
Employee contributions$679,989
Employer contribution per active participant$8,814
Average account balance$144,226
Benefits paid to participants$661,271
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON, GRIMES & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 129 accts · $795K emplr
2023$18.6M · 129 accts · $802K emplr
2022$14.9M · 119 accts · $633K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,349
Investment management$55,394
Total administrative$82,743
The Premier Orthopaedics & Sports Medicine, P.L.C. 401(k) match · 2023
Employer contribution per active participant$8,814
Median for plans this size$2,440
2024$8,927 per active participant
2023$8,814 per active participant
2022$7,530 per active participant

Premier Orthopaedics & Sports Medicine, P.L.C.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20236
A&G FINANCIAL MANAGEMENT, LLC · Investment management$30,000
ROBINSON GRIMES AND COMPANY PC · Accounting / audit$16,690
101 WINNERS CIRCLE ASSOCIATES · Investment management$15,259
THOROUGHBRED FINANCIAL SERV · Investment advisory (participants)$6,810
CHARLES SCHWAB & CO., INC. · Securities brokerage$161

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$55,835 · 0.30%
2023$82,743 · 0.49%
2022$43,216 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Madison Services Group, LLC GA$19.1M · 1.16%
Medquest Associates, LLC GA$16.7M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621619606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.