Plan Ledger DOL Form 5500 · updated monthly

Tallahassee Orthopedic Clinic III P.L.401(k)

TALLAHASSEE ORTHOPEDIC CLINIC III P.L. 401(K) PROFIT SHARING PLAN · TALLAHASSEE, FL · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Tallahassee Orthopedic Clinic III P.L. reported $189,601 in plan administrative expenses for 2022: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,440 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 542nd-largest of 3,644 plans among Florida employers on file, and the 1,906th of 11,911 in health care & social assistance. In 2022, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$48,998,316
Participants with balances469
Active participants320
Employer contributions$2,060,810
Employee contributions$1,761,042
Employer contribution per active participant$6,440
Average account balance$104,474
Benefits paid to participants$1,912,645
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON, PA
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $998K emplr
2022$49.0M · 469 accts · $2.1M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$30,697
Investment management$17,822
Professional / advisory$141,082
Total administrative$189,601
The Tallahassee Orthopedic Clinic III P.L. 401(k) match · 2022
Employer contribution per active participant$6,440
Median for plans this size$3,449

Tallahassee Orthopedic Clinic III P.L.'s 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$189,601 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Eugene Therapy, LLC FL$50.3M · 0.52%
Hba Health Systems, LLC FL$47.9M · 0.16%
Alivia Care, Inc. FL$47.1M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593598056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.