Orthopaedic Associates of Muskegon 401(k) match, vesting and fees
What Orthopaedic Associates of Muskegon'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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Brickley Delong, PC (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.
| Orthopaedic Associates of Muskegon: employer contribution per participant | $5,156 | |
| Peer median | $1,468 |
| Orthopaedic Associates of Muskegon: average balance | $125,204 | |
| Peer median | $37,786 |
| Orthopaedic Associates of Muskegon: admin expenses ÷ assets | 0.12% | |
| 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 $25.6M at the end of plan year 2021 to $35.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 285 | $35.3M | $1.5M | $5,156 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 280 | $30.2M | $1.2M | $4,713 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 230 | $24.9M | $671K | $3,122 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 213 | $25.6M | $535K | $2,586 | 0.13% | Not published | Form 5500 ↗ |
Other Orthopaedic Associates of Muskegon plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Orthopaedic Associates of Muskegon, P.C. Pension 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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Orthopaedic Associates of Muskegon, P.C. Cash Balance Pension 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 | Brickley Delong, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Orthopaedic Associates of Muskegon match 401(k) contributions?
The match terms for the Orthopaedic Associates of Muskegon, PC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $5,156 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopaedic Associates of Muskegon 401(k) match vested?
The vesting schedule for the Orthopaedic Associates of Muskegon, PC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopaedic Associates of Muskegon 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Orthopaedic Associates of Muskegon, PC.
I left Orthopaedic Associates of Muskegon. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopaedic Associates of Muskegon, PC, (231) 733-1326) or the recordkeeper, Voya Retirement Insurance & Annuity. The Orthopaedic Associates of Muskegon old 401(k) page lists the contacts from every plan filing. Find an old Orthopaedic Associates of Muskegon 401(k)
Data from the public Form 5500 annual reports Orthopaedic Associates of Muskegon 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 Orthopaedic Associates of Muskegon. Not financial advice. Report a correction · Methodology