Plan Ledger DOL Form 5500 · updated monthly

Tennessee Orthopaedic Alliance, P.A.401(k)

TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Tennessee Orthopaedic Alliance, P.A. reported $720,146 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,176 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 0.25% to 0.32%. 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 83rd-largest of 1,496 plans among Tennessee employers on file, and the 575th of 11,911 in health care & social assistance. In 2024, the employer put in $1.42 for every $1.00 employees contributed themselves; active participation has grown from 1,154 to 1,407 since 2022.

Plan summary
Net assets, end of year$236,565,835
Participants with balances1,850
Active participants1,407
Employer contributions$10,096,020
Employee contributions$7,110,475
Employer contribution per active participant$7,176
Average account balance$127,873
Benefits paid to participants$20,448,308
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$236.6M · 1,850 accts · $10.1M emplr
2023$207.2M · 1,694 accts · $9.5M emplr
2022$172.4M · 1,632 accts · $8.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$152,206
Investment management$488,246
Trustee / custodial$79,694
Total administrative$720,146
The Tennessee Orthopaedic Alliance, P.A. 401(k) match · 2024
Employer contribution per active participant$7,176
Median for plans this size$3,635
2024$7,176 per active participant
2023$7,887 per active participant
2022$7,640 per active participant

Tennessee Orthopaedic Alliance, P.A.'s 2024 employer contribution ran above the $3,635 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 · 202410
NWPS · Recordkeeping · Loan processing$152,206
JANNEY MONTGOMERY SCOTT, LLC · Investment advisory (participants)$336,278
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (discretionary)$79,694
NORTHWESTERN MUTUAL · Investment advisory (participants)$32,005
ROBERT W. BAIRD · Investment advisory (participants)$30,775
CHARLES SCHWAB · Investment advisory (participants)$25,713
MERRILL LYNCH · Investment advisory (participants)$24,285
FIDELITY INVESTMENTS · Investment advisory (participants)$22,702
UBS FINANCIAL SERVICES · Investment advisory (participants)$10,585
PERSHING LLC · Investment advisory (participants)$5,778

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NWPS
2023NWPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$720,146 · 0.32%
2023$556,295 · 0.29%
2022$465,237 · 0.25%
Same employer
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Wellpath Holdings, Inc. TN$285.8M · 0.28%
Qhccs, LLC TN$285.6M · 0.15%
Specialtycare, Inc. TN$241.4M · 0.12%
Erlanger Health System TN$237.0M · 0.07%
Amsurg, LLC TN$225.8M · 0.10%
Phymed Management, LLC TN$203.9M · 0.07%
Fc Compassus, LLC TN$169.8M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620862316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.