Athens Orthopedic Clinic 401(k) match, vesting and fees
What Athens Orthopedic 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bates Carter and Company (unmodified 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 7,671 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Athens Orthopedic Clinic: employer contribution per participant | $3,726 | |
| Peer median | $1,470 |
| Athens Orthopedic Clinic: average balance | $101,503 | |
| Peer median | $37,795 |
| Athens Orthopedic Clinic: admin expenses ÷ assets | 0.16% | |
| 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 $45.2M at the end of plan year 2023 to $47.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 466 | $47.3M | $1.7M | $3,726 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 481 | $45.2M | $1.7M | $3,487 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Athens Orthopedic Clinic match 401(k) contributions?
The match terms for the Athens Orthopedic Clinic, P.A. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $3,726 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Athens Orthopedic Clinic 401(k) match vested?
The vesting schedule for the Athens Orthopedic Clinic, P.A. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Athens Orthopedic Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Athens Orthopedic Clinic, P.A..
I left Athens Orthopedic Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Athens Orthopedic Clinic, P.A., (706) 433-3229) or the recordkeeper, The Vanguard Group, Inc.. The Athens Orthopedic Clinic old 401(k) page lists the contacts from every plan filing. Find an old Athens Orthopedic Clinic 401(k)
Data from the public Form 5500 annual reports Athens Orthopedic Clinic filed with the U.S. Department of Labor (plan years 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 Athens Orthopedic Clinic. Not financial advice. Report a correction · Methodology