Excelsior Orthopaedics 401(k) match, vesting and fees
What Excelsior Orthopaedics' 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 | Voya Retirement Ins and Annuity Co | Schedule C ↗ |
| Independent auditor | Lumsden & Mccormick (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Excelsior Orthopaedics: employer contribution per participant | $3,073 | |
| Peer median | $1,337 |
| Excelsior Orthopaedics: average balance | $77,951 | |
| Peer median | $35,764 |
| Excelsior Orthopaedics: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.32% |
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 $44.8M at the end of plan year 2021 to $63M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 828 | $63M | $2.5M | $3,073 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 737 | $50.4M | $2.2M | $3,038 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 717 | $39.3M | $1.9M | $2,666 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 589 | $44.8M | $1.8M | $3,163 | 0.47% | Not published | Form 5500 ↗ |
Common questions
Does Excelsior Orthopaedics match 401(k) contributions?
The match terms for the Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $3,073 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Excelsior Orthopaedics 401(k) match vested?
The vesting schedule for the Excelsior Orthopaedics, LLP 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Excelsior Orthopaedics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Ins and Annuity Co. The plan administrator is Excelsior Orthopaedics LLP.
I left Excelsior Orthopaedics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Excelsior Orthopaedics LLP, (716) 250-9999) or the recordkeeper, Voya Retirement Ins and Annuity Co. The Excelsior Orthopaedics old 401(k) page lists the contacts from every plan filing. Find an old Excelsior Orthopaedics 401(k)
Data from the public Form 5500 annual reports Excelsior Orthopaedics 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 Excelsior Orthopaedics. Not financial advice. Report a correction · Methodology