Plan Ledger DOL Form 5500 · updated monthly

The Orthopedic Center of St. Louis, LLCProfit-sharing plan

THE ORTHOPEDIC CENTER OF ST. LOUIS 401(K) PROFIT SHARING PLAN · CHESTERFIELD, MO · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

The Orthopedic Center of St. Louis, LLC reported $18,075 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,917 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 0.04% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 404th-largest of 1,393 plans among Missouri employers on file, and the 2,484th of 11,911 in health care & social assistance. In 2023, the employer put in $1.17 for every $1.00 employees contributed themselves; active participation has shrunk from 89 to 74 since 2022.

Plan summary
Net assets, end of year$34,633,992
Participants with balances124
Active participants74
Employer contributions$955,894
Employee contributions$816,914
Employer contribution per active participant$12,917
Average account balance$279,306
Benefits paid to participants$3,243,432
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 151 accts · $1.1M emplr
2023$34.6M · 124 accts · $956K emplr
2022$31.3M · 124 accts · $1.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,060
Investment management$9,015
Total administrative$18,075
Employer contributions to the The Orthopedic Center of St. Louis, LLC plan · 2023
Employer contribution per active participant$12,917
Median for plans this size$2,440
2024$11,161 per active participant
2023$12,917 per active participant
2022$12,049 per active participant

The Orthopedic Center of St. Louis, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$9,060
MONETA GROUP LLC · Investment advisory (plan)$9,015
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history3
2024$36,551 · 0.12%
2023$18,075 · 0.05%
2022$14,203 · 0.04%
Similar plansHealth Care & Social Assistance · Missouri
Mid-America Transplant MO$38.7M · 0.45%
Eye Care, LLC MO$37.1M · 0.23%
Sound Health Services, P.C. MO$34.6M · 0.06%
Retina Consultants, LTD. MO$33.9M · 0.03%
John Knox Village MO$33.3M · 0.52%
Hicuity Health MO$33.1M · 0.41%
Swope Health Services MO$31.5M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753039280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.