Plan Ledger DOL Form 5500 · updated monthly

Tri-County Orthopedic & Sports Medicine, P.A.401(k)

TRI-COUNTY ORTHOPEDIC & SPORTS MEDICINE, P.A. 401(K) PROFIT SHARING PLAN · CEDAR KNOLLS, NJ · plan year 2024

Reported admin expense ratio · 2024
0.33%

Tri-County Orthopedic & Sports Medicine, P.A. reported $44,069 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. 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 937th-largest of 2,419 plans among New Jersey employers on file, and the 3,185th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$24,664,781
Participants with balances184
Active participants164
Employer contributions—
Employee contributions$1,552,095
Employer contribution per active participant—
Average account balance$134,048
Benefits paid to participants$193,059
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,069
Total administrative$44,069
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.

Administrative cost history1
2024$44,069 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · New Jersey
Bonnie Brae NJ$26.3M · 0.35%
Parker Health Group, Inc. NJ$25.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223014220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.