Bone and Joint Institute of Tennessee 403(b) match, vesting and fees
What Bone and Joint Institute of Tennessee's 403(b) 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 | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Lbmc PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
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.
| Bone and Joint Institute of Tennessee: employer contribution per participant | $3,259 | |
| Peer median | $1,468 |
| Bone and Joint Institute of Tennessee: average balance | $56,970 | |
| Peer median | $37,786 |
| Bone and Joint Institute of Tennessee: admin expenses ÷ assets | 0.01% | |
| 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 $4.7M at the end of plan year 2021 to $9.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 318 | $9.1M | $521K | $3,259 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 333 | $6.9M | $490K | $3,429 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 271 | $4.9M | $464K | $3,902 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 241 | $4.7M | $426K | $3,773 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Bone and Joint Institute of Tennessee match 401(k) contributions?
The match terms for the Bone and Joint Institute of Tennessee 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $521K in employer contributions, about $3,259 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bone and Joint Institute of Tennessee 401(k) match vested?
The vesting schedule for the Bone and Joint Institute of Tennessee 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bone and Joint Institute of Tennessee 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Bone and Joint Institute of Tennessee Inc..
I left Bone and Joint Institute of Tennessee. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bone and Joint Institute of Tennessee Inc., (615) 435-5117) or the recordkeeper, American United Life Insurance Co. The Bone and Joint Institute of Tennessee old 401(k) page lists the contacts from every plan filing. Find an old Bone and Joint Institute of Tennessee 401(k)
Data from the public Form 5500 annual reports Bone and Joint Institute of Tennessee 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 Bone and Joint Institute of Tennessee. Not financial advice. Report a correction · Methodology