Southeastern Orthopaedic Specialists, P.A.401(k)

Southeastern Orthopaedic Specialists, P.A.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $69,397,805 across 264 participant accounts, with employer contributions averaging $5,833 per active participant. See methodology for what Form 5500 does and doesn't capture.

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 292nd-largest of 2,005 plans among North Carolina employers on file, and the 1,450th of 11,911 in health care & social assistance. In 2024, employees put in $1.09 for every $1.00 the employer contributed.