Alabama Orthopaedic Clinic 401(k) match, vesting and fees
What Alabama Orthopaedic Clinic's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Smith Dukes & Buckalew (qualified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Alabama Orthopaedic Clinic: employer contribution per participant | $1,576 | |
| Peer median | $1,468 |
| Alabama Orthopaedic Clinic: average balance | $107,033 | |
| Peer median | $37,786 |
| Alabama Orthopaedic Clinic: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.3M at the end of plan year 2021 to $27.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 291 | $27.7M | $408K | $1,576 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 296 | $30.6M | $755K | $2,891 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 303 | $26.7M | $447K | $1,649 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 308 | $31.3M | $971K | $3,556 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Alabama Orthopaedic Clinic match 401(k) contributions?
The match terms for the Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $408K in employer contributions, about $1,576 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alabama Orthopaedic Clinic 401(k) match vested?
The vesting schedule for the Alabama Orthopaedic Clinic, P.C. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alabama Orthopaedic Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Alabama Orthopaedic Clinic, P.C..
I left Alabama Orthopaedic Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alabama Orthopaedic Clinic, P.C., (251) 410-3600) or the recordkeeper, Newport Group, Inc.. The Alabama Orthopaedic Clinic old 401(k) page lists the contacts from every plan filing. Find an old Alabama Orthopaedic Clinic 401(k)
Data from the public Form 5500 annual reports Alabama Orthopaedic Clinic filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alabama Orthopaedic Clinic. Not financial advice. Report a correction · Methodology