Plan Ledger DOL Form 5500 · updated monthly

Raleigh Orthopaedic Clinic, P.A.401(k)

RALEIGH ORTHOPAEDIC CLINIC 401(K) PROFIT SHARING PLAN & TRUST · RALEIGH, NC · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Raleigh Orthopaedic Clinic, P.A. reported $48,883 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $5,915 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 0.06% to 0.07%. 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 257th-largest of 2,005 plans among North Carolina employers on file, and the 1,306th of 11,911 in health care & social assistance. In 2024, employees put in $1.14 for every $1.00 the employer contributed; active participation has grown from 386 to 452 since 2022.

Plan summary
Net assets, end of year$78,684,334
Participants with balances663
Active participants452
Employer contributions$2,673,675
Employee contributions$3,058,557
Employer contribution per active participant$5,915
Average account balance$118,679
Benefits paid to participants$2,906,840
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS OVERMAN PIERCE
Plan history3
Yearassets · accounts · employer contribution
2024$78.7M · 663 accts · $2.7M emplr
2023$67.8M · 626 accts · $2.1M emplr
2022$56.7M · 577 accts · $2.2M emplr
The Raleigh Orthopaedic Clinic, P.A. 401(k) match · 2024
Employer contribution per active participant$5,915
Median for plans this size$3,635
2024$5,915 per active participant
2023$5,093 per active participant
2022$5,636 per active participant

Raleigh Orthopaedic Clinic, P.A.'s 2024 employer contribution ran above the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$50,676

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$48,883 · 0.07%
2023$45,027 · 0.07%
2022$33,585 · 0.06%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Ara Health Specialists, P.A NC$87.3M · 0.03%
Carteret General Hospital NC$74.1M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560941814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.