Oral Surgery Partners Mso 401(k) match, vesting and fees
What Oral Surgery Partners Mso'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 | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Oral Surgery Partners Mso: employer contribution per participant | $6,672 | |
| Peer median | $1,358 |
| Oral Surgery Partners Mso: average balance | $46,403 | |
| Peer median | $44,442 |
| Oral Surgery Partners Mso: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.21% |
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 $12.5M at the end of plan year 2021 to $50.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,242 | $50.3M | $7.2M | $6,672 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 880 | $30.8M | $4.9M | $6,411 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 359 | $17.6M | $2.4M | $6,783 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 222 | $12.5M | $1.8M | $8,096 | 0.63% | Not published | Form 5500 ↗ |
Common questions
Does Oral Surgery Partners Mso match 401(k) contributions?
The match terms for the Oral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $7.2M in employer contributions, about $6,672 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oral Surgery Partners Mso 401(k) match vested?
The vesting schedule for the Oral Surgery Partners Mso, LLC 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oral Surgery Partners Mso 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Oral Surgery Partners Mso, LLC.
I left Oral Surgery Partners Mso. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oral Surgery Partners Mso, LLC, (314) 818-0097) or the recordkeeper, Epic Retirement Plan Services. The Oral Surgery Partners Mso old 401(k) page lists the contacts from every plan filing. Find an old Oral Surgery Partners Mso 401(k)
Data from the public Form 5500 annual reports Oral Surgery Partners Mso 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 Oral Surgery Partners Mso. Not financial advice. Report a correction · Methodology