Excel Orthopaedic Specialists 401(k) match, vesting and fees
What Excel Orthopaedic Specialists' 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 | Ascensus Trust | Schedule C ↗ |
| Independent auditor | Pfk O'Connor Davies 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.
| Excel Orthopaedic Specialists: employer contribution per participant | $5,639 | |
| Peer median | $1,468 |
| Excel Orthopaedic Specialists: average balance | $185,773 | |
| Peer median | $37,786 |
| Excel Orthopaedic Specialists: admin expenses ÷ assets | 0.04% | |
| 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 $20.3M at the end of plan year 2021 to $28.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 152 | $28.2M | $857K | $5,639 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 163 | $23.1M | $832K | $5,106 | 0.00% | Not published | Form 5500 ↗ |
| 2022 | 149 | $17.8M | $702K | $4,713 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 142 | $20.3M | $696K | $4,901 | 0.03% | Not published | Form 5500 ↗ |
Other Excel Orthopaedic Specialists plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Excel Orthopaedic Specialists 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 | Pfk O'Connor Davies LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Excel Orthopaedic Specialists match 401(k) contributions?
The match terms for the Excel Orthopaedic Specialists 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $857K in employer contributions, about $5,639 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excel Orthopaedic Specialists 401(k) match vested?
The vesting schedule for the Excel Orthopaedic Specialists 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excel Orthopaedic Specialists 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus Trust. The plan administrator is Excel Orthopaedic Specialists.
I left Excel Orthopaedic Specialists. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Excel Orthopaedic Specialists, (781) 782-1300) or the recordkeeper, Ascensus Trust. The Excel Orthopaedic Specialists old 401(k) page lists the contacts from every plan filing. Find an old Excel Orthopaedic Specialists 401(k)
Data from the public Form 5500 annual reports Excel Orthopaedic Specialists 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 Excel Orthopaedic Specialists. Not financial advice. Report a correction · Methodology