Southern California Orthopedic Institute, LP401(k)
SCOI 401(K) PLAN AND TRUST · VAN NUYS, CA · plan year 2024
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Southern California Orthopedic Institute, LP reported $105,943 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $723 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 3 years on file its reported administrative ratio has held roughly steady near 0.28%. 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 2,186th-largest of 9,483 plans among California employers on file, and the 2,278th of 11,911 in health care & social assistance. In 2024, employees put in $5.42 for every $1.00 the employer contributed; active participation has grown from 550 to 616 since 2022.
Southern California Orthopedic Institute, LP's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Southern California Orthopedic Institute, LP before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 953150156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.