Plan Ledger DOL Form 5500 · updated monthly

Tri-State Orthopaedics and Sports Medicine Inc.401(k)

TRI-STATE ORTHOPAEDICS AND SPORTS MEDICINE INC. 401(K) PROFIT SHARING PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Tri-State Orthopaedics and Sports Medicine Inc. reported $50,103 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,719 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 3 years on file its reported administrative ratio has held roughly steady near 0.15%. 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 1,018th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,375th of 11,911 in health care & social assistance. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has grown from 100 to 116 since 2022.

Plan summary
Net assets, end of year$37,025,818
Participants with balances133
Active participants116
Employer contributions$315,391
Employee contributions$523,103
Employer contribution per active participant$2,719
Average account balance$278,390
Benefits paid to participants$518,575
Plan auditUnmodified (clean) audit opinion
AuditorEPSTEIN TABOR SCHORR
Plan history3
Yearassets · accounts · employer contribution
2024$37.0M · 133 accts · $315K emplr
2023$31.4M · 126 accts · $257K emplr
2022$30.3M · 123 accts · $304K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,965
Investment management$22,000
Trustee / custodial$138
Total administrative$50,103
The Tri-State Orthopaedics and Sports Medicine Inc. 401(k) match · 2024
Employer contribution per active participant$2,719
Median for plans this size$2,416
2024$2,719 per active participant
2023$2,566 per active participant
2022$3,038 per active participant

Tri-State Orthopaedics and Sports Medicine Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
JULY BUSINESS SERVICES, LLC · Recordkeeping$27,965
STRATEGIC WEALTH MANAGEMENT GROUP, · Investment advisory (participants)$22,000

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

Recordkeeper by year2
2024July Business Services
2023July Business Services

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

Administrative cost history3
2024$50,103 · 0.15%
2023$49,455 · 0.16%
2022$47,935 · 0.14%
Similar plansHealth Care & Social Assistance · Pennsylvania
Inperium, Inc. PA$37.4M · 0.95%
Primary Health Network PA$36.4M · 0.36%
Uniontown Hospital PA$35.6M · 0.22%
Partners for Quality, Inc. PA$35.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251356849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.