Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute 401(k) match, vesting and fees
What Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute'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 | American Trust Company | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company, LLP (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.
| Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute: employer contribution per participant | $7,084 | |
| Peer median | $1,468 |
| Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute: average balance | $105,907 | |
| Peer median | $37,786 |
| Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute: admin expenses ÷ assets | 0.06% | |
| 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 $12.2M at the end of plan year 2023 to $15.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 146 | $15.5M | $1M | $7,084 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 131 | $12.2M | $590K | $4,502 | 0.05% | Not published | 5500-SF ↗ |
Common questions
Does Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute match 401(k) contributions?
The match terms for the Mobility Bone & Joint Institute 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $7,084 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute 401(k) match vested?
The vesting schedule for the Mobility Bone & Joint Institute 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American Trust Company. The plan administrator is Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute.
I left Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute, (978) 794-1946) or the recordkeeper, American Trust Company. The Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute old 401(k) page lists the contacts from every plan filing. Find an old Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute 401(k)
Data from the public Form 5500 annual reports Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute filed with the U.S. Department of Labor (plan years 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 Eone Medical, PLLC D/B/A Mobility Bone & Joint Institute. Not financial advice. Report a correction · Methodology