Ellis Badenhausen Orthopaedics, PSC 401(k) match, vesting and fees
What Ellis Badenhausen Orthopaedics, PSC'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 | Welenken Cpas (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.
| Ellis Badenhausen Orthopaedics, PSC: employer contribution per participant | $2,983 | |
| Peer median | $1,468 |
| Ellis Badenhausen Orthopaedics, PSC: average balance | $119,544 | |
| Peer median | $37,786 |
| Ellis Badenhausen Orthopaedics, PSC: admin expenses ÷ assets | 0.29% | |
| 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 $41.1M at the end of plan year 2021 to $27.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 227 | $27.1M | $677K | $2,983 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 140 | $38.8M | $720K | $6,047 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 174 | $34.6M | $874K | $5,235 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 144 | $41.1M | $844K | $5,947 | 0.36% | Not published | Form 5500 ↗ |
Other Ellis Badenhausen Orthopaedics, PSC plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ellis Badenhausen Orthopaedics, Psc 401k Profit Sharing 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.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Welenken Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Ellis & Badenhausen Orthopaedics, Psc 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ellis Badenhausen Orthopaedics, PSC match 401(k) contributions?
The match terms for the Ellis Badenhausen Orthopaedics, Psc 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $677K in employer contributions, about $2,983 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ellis Badenhausen Orthopaedics, PSC 401(k) match vested?
The vesting schedule for the Ellis Badenhausen Orthopaedics, Psc 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ellis Badenhausen Orthopaedics, PSC 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Ellis Badenhausen Orthopaedics, Psc.
I left Ellis Badenhausen Orthopaedics, PSC. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ellis Badenhausen Orthopaedics, Psc, (502) 587-1236) or the recordkeeper, Empower Annuity Insurance Company. The Ellis Badenhausen Orthopaedics, PSC old 401(k) page lists the contacts from every plan filing. Find an old Ellis Badenhausen Orthopaedics, PSC 401(k)
Data from the public Form 5500 annual reports Ellis Badenhausen Orthopaedics, PSC 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 Ellis Badenhausen Orthopaedics, PSC. Not financial advice. Report a correction · Methodology