Olympia Orthopaedic Associates 401(k) match, vesting and fees
What Olympia Orthopaedic Associates' 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 | Transamerica Retirement Solutions, | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (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.
| Olympia Orthopaedic Associates: employer contribution per participant | $5,250 | |
| Peer median | $1,468 |
| Olympia Orthopaedic Associates: average balance | $109,606 | |
| Peer median | $37,786 |
| Olympia Orthopaedic Associates: admin expenses ÷ assets | 0.43% | |
| 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 $46M at the end of plan year 2021 to $52.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 489 | $52.8M | $2.5M | $5,250 | 0.43% | Not published | Form 5500 ↗ |
| 2023 | 504 | $43.9M | $2.3M | $4,623 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 420 | $37.3M | $2.1M | $5,263 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 415 | $46M | $2.2M | $5,613 | 0.57% | Not published | Form 5500 ↗ |
Common questions
Does Olympia Orthopaedic Associates match 401(k) contributions?
The match terms for the Olympia Orthopaedic Associates, PLLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $5,250 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Olympia Orthopaedic Associates 401(k) match vested?
The vesting schedule for the Olympia Orthopaedic Associates, PLLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Olympia Orthopaedic Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions,. The plan administrator is Olympia Orthopaedic Associates, PLLC.
I left Olympia Orthopaedic Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Olympia Orthopaedic Associates, PLLC, (360) 455-5144) or the recordkeeper, Transamerica Retirement Solutions,. The Olympia Orthopaedic Associates old 401(k) page lists the contacts from every plan filing. Find an old Olympia Orthopaedic Associates 401(k)
Data from the public Form 5500 annual reports Olympia Orthopaedic Associates 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 Olympia Orthopaedic Associates. Not financial advice. Report a correction · Methodology