Plan Ledger DOL Form 5500 · updated monthly

The Central Orthopedic Group, LLP401(k)

THE CENTRAL ORTHOPEDIC GROUP, LLP 401(K) PROFIT SHARING PLAN · PLAINVIEW, NY · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

The Central Orthopedic Group, LLP reported $36,553 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $8,873 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 0.22% to 0.26%. 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 among the smaller plans on file in New York (2,903rd of 5,648), and the 4,367th of 11,911 in health care & social assistance. In 2024, the employer put in $2.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,578,856
Participants with balances145
Active participants110
Employer contributions$976,019
Employee contributions$375,660
Employer contribution per active participant$8,873
Average account balance$107,440
Benefits paid to participants$310,798
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 145 accts · $976K emplr
2023$12.7M · 160 accts · $803K emplr
2022$9.7M · 112 accts · $568K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,375
Investment management$34,178
Total administrative$36,553
The The Central Orthopedic Group, LLP 401(k) match · 2024
Employer contribution per active participant$8,873
Median for plans this size$2,416
2024$8,873 per active participant
2023$7,368 per active participant
2022$5,164 per active participant

The Central Orthopedic Group, LLP'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 · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$31,213
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,375

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

Administrative cost history3
2024$36,553 · 0.26%
2023$27,642 · 0.25%
2022$26,751 · 0.22%
Similar plansHealth Care & Social Assistance · New York
Bonadent, LLC NY$15.7M · 0.69%
Forestdale, Inc. NY$15.6M · 0.59%
Community Memorial Hospital NY$15.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113446012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.