Columbus Orthopaedic Clinic 401(k) match, vesting and fees
What Columbus 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 | Epic Retirement Plan Services, Inc. | Schedule C ↗ |
| Independent auditor | Nail Mckinney Professional Assoc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Columbus Orthopaedic Clinic: employer contribution per participant | $4,455 | |
| Peer median | $1,468 |
| Columbus Orthopaedic Clinic: average balance | $63,583 | |
| Peer median | $37,786 |
| Columbus Orthopaedic Clinic: admin expenses ÷ assets | 1.01% | |
| 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 $12.5M at the end of plan year 2021 to $9.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $9.7M | $682K | $4,455 | 1.01% | Not published | Form 5500 ↗ |
| 2023 | 123 | $11.2M | $606K | $5,140 | 0.87% | Not published | Form 5500 ↗ |
| 2022 | 152 | $11.2M | $566K | $3,745 | 0.92% | Not published | Form 5500 ↗ |
| 2021 | 144 | $12.5M | $649K | $4,574 | 0.91% | Not published | Form 5500 ↗ |
Other Columbus Orthopaedic Clinic plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Columbus Orthopaedic Clinic, P.A. Cash Balance Plan
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.
| Independent auditor | Nail Mckinney PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Columbus Orthopaedic Clinic match 401(k) contributions?
The match terms for the Columbus Orthopaedic Clinic, P. A. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $682K in employer contributions, about $4,455 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Columbus Orthopaedic Clinic 401(k) match vested?
The vesting schedule for the Columbus Orthopaedic Clinic, P. A. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Columbus Orthopaedic Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services, Inc.. The plan administrator is Columbus Orthopaedic Clinic, P.A..
I left Columbus Orthopaedic Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Columbus Orthopaedic Clinic, P.A., (662) 328-1012) or the recordkeeper, Epic Retirement Plan Services, Inc.. The Columbus Orthopaedic Clinic old 401(k) page lists the contacts from every plan filing. Find an old Columbus Orthopaedic Clinic 401(k)
Data from the public Form 5500 annual reports Columbus 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 Columbus Orthopaedic Clinic. Not financial advice. Report a correction · Methodology