Baton Rouge Orthopaedic Clinic 401(k) match, vesting and fees
What Baton Rouge 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 | Oneamerica Retirement Services LLC | Schedule C ↗ |
| Independent auditor | Hannis T Bourgeois LLP (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 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Baton Rouge Orthopaedic Clinic: employer contribution per participant | $8,241 | |
| Peer median | $1,468 |
| Baton Rouge Orthopaedic Clinic: average balance | $225,292 | |
| Peer median | $37,786 |
| Baton Rouge Orthopaedic Clinic: admin expenses ÷ assets | 0.67% | |
| 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 $65M at the end of plan year 2021 to $82.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 399 | $82.7M | $3M | $8,241 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 384 | $71.2M | $3.1M | $8,428 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 360 | $58.5M | $2.7M | $8,568 | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 337 | $65M | $2.5M | $8,064 | 0.71% | Not published | Form 5500 ↗ |
Common questions
Does Baton Rouge Orthopaedic Clinic match 401(k) contributions?
The match terms for the Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $8,241 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baton Rouge Orthopaedic Clinic 401(k) match vested?
The vesting schedule for the Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baton Rouge Orthopaedic Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services LLC. The plan administrator is Baton Rouge Orthopaedic Clinic, LLC.
I left Baton Rouge Orthopaedic Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baton Rouge Orthopaedic Clinic, LLC, (225) 769-6200) or the recordkeeper, Oneamerica Retirement Services LLC. The Baton Rouge Orthopaedic Clinic old 401(k) page lists the contacts from every plan filing. Find an old Baton Rouge Orthopaedic Clinic 401(k)
Data from the public Form 5500 annual reports Baton Rouge 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 Baton Rouge Orthopaedic Clinic. Not financial advice. Report a correction · Methodology