Concord Orthopaedics Professional Association 401(k) match, vesting and fees
What Concord Orthopaedics Professional Association'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Nathan Wechsler & Co, PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Concord Orthopaedics Professional Association: employer contribution per participant | $139,767 | |
| Peer median | $2,023 |
| Concord Orthopaedics Professional Association: average balance | $274,781 | |
| Peer median | $61,526 |
| Concord Orthopaedics Professional Association: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.44% |
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 $62.8M at the end of plan year 2021 to $3.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 227 | $3.6M | $1.8M | $139,767 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 260 | $74.4M | $1.9M | $8,667 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 228 | $66.9M | $445K | $2,181 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 212 | $62.8M | $1.7M | $7,948 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Concord Orthopaedics Professional Association match 401(k) contributions?
The match terms for the Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $139,767 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concord Orthopaedics Professional Association 401(k) match vested?
The vesting schedule for the Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concord Orthopaedics Professional Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Concord Orthopaedics Professional Association.
I left Concord Orthopaedics Professional Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concord Orthopaedics Professional Association, (603) 224-3368) or the recordkeeper, Empower Annuity Insurance Company. The Concord Orthopaedics Professional Association old 401(k) page lists the contacts from every plan filing. Find an old Concord Orthopaedics Professional Association 401(k)
Data from the public Form 5500 annual reports Concord Orthopaedics Professional Association 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 Concord Orthopaedics Professional Association. Not financial advice. Report a correction · Methodology