Plan Ledger DOL Form 5500 · updated monthly

Town Center Orthopaedic Associates, P.C.401(k)

TOWN CENTER ORTHOPAEDIC ASSOCIATES 401(K) PROFIT SHARING PLAN · RESTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Town Center Orthopaedic Associates, P.C. reported $66,145 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,160 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 $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 905th-largest of 2,266 plans among Virginia employers on file, and the 3,354th of 11,911 in health care & social assistance. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,875,616
Participants with balances170
Active participants117
Employer contributions$603,764
Employee contributions$866,930
Employer contribution per active participant$5,160
Average account balance$134,562
Benefits paid to participants$93,646
Plan auditUnmodified (clean) audit opinion
AuditorWELLSCOLEMAN
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,095
Investment management$57,050
Total administrative$66,145
The Town Center Orthopaedic Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$5,160
Median for plans this size$2,416

Town Center Orthopaedic Associates, P.C.'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 · 20243
ASCENSUS LLC · Recordkeeping$7,690
TIGERS EYE BENEFIT CONSULTING$1,625
MERRILL LYNCH · Investment advisory (participants) · Investment advisory (plan)$1,240

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

Administrative cost history1
2024$66,145 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Virginia
The Amyotrophic Lateral VA$24.3M · 0.07%
American Healthcare, LLC VA$20.6M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541383504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.