Orthopaedic Associates 401(k) match, vesting and fees
What 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 | Nationwide | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $11.1M at the end of plan year 2021 to $17.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 249 | $17.1M | $504K | $2,023 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 191 | $11.6M | $668K | $3,499 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 169 | $9M | $475K | $2,809 | 0.03% | Not published | 5500-SF ↗ |
| 2021 | 112 | $11.1M | $339K | $3,031 | 0.06% | Not published | 5500-SF ↗ |
Common questions
Does Orthopaedic Associates match 401(k) contributions?
The match terms for the Orthopaedic Associates, P.A. Profit Sharing 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $504K in employer contributions, about $2,023 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopaedic Associates 401(k) match vested?
The vesting schedule for the Orthopaedic Associates, P.A. Profit Sharing 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopaedic Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nationwide. The plan administrator is Orthopaedic Associates, P.A..
I left Orthopaedic Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopaedic Associates, P.A., (850) 315-9207) or the recordkeeper, Nationwide. The Orthopaedic Associates old 401(k) page lists the contacts from every plan filing. Find an old Orthopaedic Associates 401(k)
Data from the public Form 5500 annual reports 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 Orthopaedic Associates. Not financial advice. Report a correction · Methodology