Plan Ledger DOL Form 5500 · updated monthly

Youngstown Orthopaedic Associates, LTD401(k)

YOUNGSTOWN ORTHOPAEDIC ASSOCIATES LTD 401(K) PROFIT SHARING PLAN · YOUNGSTOWN, OH · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Youngstown Orthopaedic Associates, LTD reported $2,876 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,799 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 1,012th-largest of 3,295 plans among Ohio employers on file, and the 2,874th of 11,911 in health care & social assistance. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$28,704,712
Participants with balances130
Active participants105
Employer contributions$608,861
Employee contributions$487,755
Employer contribution per active participant$5,799
Average account balance$220,805
Benefits paid to participants$255,981
Plan auditDisclaimer of opinion
AuditorSCHROEDEL, SCULLIN & BESTIC, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,876
Total administrative$2,876
The Youngstown Orthopaedic Associates, LTD 401(k) match · 2024
Employer contribution per active participant$5,799
Median for plans this size$2,416

Youngstown 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 · 20241
JOHN HANCOCK USA · Recordkeeping · Investment management$1,326

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$2,876 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Otterbein Homes OH$28.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341972661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.