Golden State Orthopedics & Spine 401(k) match, vesting and fees
What Golden State Orthopedics & Spine'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 | Pensionone Advisors | Schedule C ↗ |
| Independent auditor | Frank, Rimerman + Co, LLP (unmodified opinion) | 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 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Golden State Orthopedics & Spine: employer contribution per participant | $4,005 | |
| Peer median | $1,337 |
| Golden State Orthopedics & Spine: average balance | $142,482 | |
| Peer median | $35,764 |
| Golden State Orthopedics & Spine: admin expenses ÷ assets | 0.41% | |
| 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 $65.8M at the end of plan year 2021 to $109M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 768 | $109M | $3.1M | $4,005 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 702 | $96M | $2.8M | $3,929 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 587 | $79.5M | $2.7M | $4,583 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 314 | $65.8M | $1.6M | $4,979 | 0.50% | Not published | Form 5500 ↗ |
Other Golden State Orthopedics & Spine plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Muir Orthopaedic Specialists Medical Group, Inc. Profit Sharing 401(k) Plan #003
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Muir Orthopaedic Specialists Medical Group, Inc. Profit Sharing 401(k) Plan #004
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 | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Golden State Orthopedics & Spine match 401(k) contributions?
The match terms for the Golden State Orthopedics & Spine Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.1M in employer contributions, about $4,005 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Golden State Orthopedics & Spine 401(k) match vested?
The vesting schedule for the Golden State Orthopedics & Spine Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Golden State Orthopedics & Spine 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pensionone Advisors. The plan administrator is Golden State Orthopedics & Spine.
I left Golden State Orthopedics & Spine. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Golden State Orthopedics & Spine, (925) 939-8585) or the recordkeeper, Pensionone Advisors. The Golden State Orthopedics & Spine old 401(k) page lists the contacts from every plan filing. Find an old Golden State Orthopedics & Spine 401(k)
Data from the public Form 5500 annual reports Golden State Orthopedics & Spine 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 Golden State Orthopedics & Spine. Not financial advice. Report a correction · Methodology