Plan Ledger DOL Form 5500 · updated monthly

United Musculoskeletal Partners, LLC401(k)

UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

United Musculoskeletal Partners, LLC reported $702,812 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~90% of peers. Employer contributions averaged $9,262 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 $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 100th-largest of 2,160 plans among Georgia employers on file, and the 422nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.62 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$360,664,790
Participants with balances2,670
Active participants2,243
Employer contributions$20,774,571
Employee contributions$12,845,041
Employer contribution per active participant$9,262
Average account balance$135,080
Benefits paid to participants$39,705,223
Plan auditUnmodified (clean) audit opinion
The United Musculoskeletal Partners, LLC 401(k) match · 2024
Employer contribution per active participant$9,262
Median for plans this size$4,294

United Musculoskeletal Partners, LLC's 2024 employer contribution ran above the $4,294 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 · 20248
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$237,068
CHARLES SCHWAB & CO., INC. · Securities brokerage$114,951
GLOBAL RETIREMENT · Investment advisory (participants) · Investment advisory (plan)$102,388
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$76,364
MSTILLER · Accounting / audit$31,225
SAGE VIEW ADV GROUP LLC · Pension consulting$6,734
THE ANGELL PENSION GROUP INC · Other servicesindirect comp
MORINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp

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$702,812 · 0.26%
Same employer
Similar plansHealth Care & Social Assistance · Georgia
Curo Health Services, LLC GA$528.0M · 0.14%
Tanner Medical Center, Inc GA$434.6M · 0.09%
Au Health System, Inc. GA$325.9M · 0.18%
The Harbin Clinic, L.L.C. GA$318.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873633461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.