Plan Ledger DOL Form 5500 · updated monthly

Regional Orthopaedic Associates, P.A.401(k)

REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP · MIDDLETOWN, DE · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Regional Orthopaedic Associates, P.A. reported $87,327 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $9,535 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 0.21% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 68th-largest of 242 plans among Delaware employers on file, and the 2,286th of 11,911 in health care & social assistance. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$38,865,270
Participants with balances221
Active participants156
Employer contributions$1,487,412
Employee contributions$1,366,353
Employer contribution per active participant$9,535
Average account balance$175,861
Benefits paid to participants$5,946,913
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 221 accts · $1.5M emplr
2023$37.1M · 243 accts · $1.4M emplr
2022$29.5M · 211 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,720
Investment management$46,364
Audit (IQPA)$14,243
Total administrative$87,327
The Regional Orthopaedic Associates, P.A. 401(k) match · 2024
Employer contribution per active participant$9,535
Median for plans this size$2,416
2024$9,535 per active participant
2023$8,697 per active participant
2022$7,953 per active participant

Regional Orthopaedic Associates, P.A.'s 2024 employer contribution ran above the $2,416 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$26,720
LINCOLN FINANCIAL GROUP · Investment advisory (plan)$46,364
CLIFTON LARSON ALLEN LLP. · Accounting / audit$14,243

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$87,327 · 0.23%
2023$66,504 · 0.20%
2022$67,473 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · Delaware
The Kendal Corporation DE$73.4M · 0.34%
Nephrology Associates, P.A. DE$57.9M · 0.16%
Entad LLC DE$20.9M · 0.36%
Delaware Hospice, Inc. DE$14.0M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510366909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.