Corus Orthodontists 401(k) match, vesting and fees
What Corus Orthodontists' 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 | Richey May & Co (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.
| Corus Orthodontists: employer contribution per participant | $1,877 | |
| Peer median | $1,468 |
| Corus Orthodontists: average balance | $136,125 | |
| Peer median | $37,786 |
| Corus Orthodontists: admin expenses ÷ assets | 0.27% | |
| 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 $8.6M at the end of plan year 2021 to $42.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 353 | $42.1M | $580K | $1,877 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 195 | $36M | $564K | $3,439 | 0.33% | Not published | Form 5500 ↗ |
| 2022 | 195 | $23.3M | $520K | $3,192 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 144 | $8.6M | $358K | $2,839 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does Corus Orthodontists match 401(k) contributions?
The match terms for the Corus Orthodontists LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $580K in employer contributions, about $1,877 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Corus Orthodontists 401(k) match vested?
The vesting schedule for the Corus Orthodontists LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Corus Orthodontists 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Corus Orthodontists LLC.
I left Corus Orthodontists. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Corus Orthodontists LLC, (613) 720-5830) or the recordkeeper, Empower Annuity Insurance Company. The Corus Orthodontists old 401(k) page lists the contacts from every plan filing. Find an old Corus Orthodontists 401(k)
Data from the public Form 5500 annual reports Corus Orthodontists 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 Corus Orthodontists. Not financial advice. Report a correction · Methodology