Plan Ledger DOL Form 5500 · updated monthly

Tuckahoe Orthopaedic Associates, LTD.401(k)

TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. 401(K) PLAN · HENRICO, VA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Tuckahoe Orthopaedic Associates, LTD. reported $11,156 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $29,508 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 0.02% to 0.03%. 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 559th-largest of 2,266 plans among Virginia employers on file, and the 2,137th of 11,911 in health care & social assistance. In 2024, the employer put in $1.42 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$42,297,752
Participants with balances90
Active participants25
Employer contributions$737,703
Employee contributions$519,808
Employer contribution per active participant$29,508
Average account balance$469,975
Benefits paid to participants$4,114,336
Plan auditUnmodified (clean) audit opinion
AuditorPBMARES
Plan history3
Yearassets · accounts · employer contribution
2024$42.3M · 90 accts · $738K emplr
2023$39.4M · 115 accts · $731K emplr
2022$31.6M · 140 accts · $617K emplr
Administrative expenses, itemized · 2024
Investment management$11,156
Total administrative$11,156
The Tuckahoe Orthopaedic Associates, LTD. 401(k) match · 2024
Employer contribution per active participant$29,508
Median for plans this size$2,416
2024$29,508 per active participant
2023$28,127 per active participant
2022$24,695 per active participant

Tuckahoe Orthopaedic Associates, LTD.'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
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$10,512
EMPOWER ADVISORY GROUP, LLC · Investment management$644

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$11,156 · 0.03%
2023$14,833 · 0.04%
2022$10,400 · 0.02%
Similar plansHealth Care & Social Assistance · Virginia
Advantia Health LLC VA$48.1M · 0.24%
Vistar Eye Center, Inc. VA$46.7M · 0.12%
Thrive Counseling LLC VA$41.1M · 0.64%
Capital Hospice VA$40.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540949806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.