Orthopaedic Specialty Institute Medical Group of Orange County 401(k) match, vesting and fees
What Orthopaedic Specialty Institute Medical Group of Orange County'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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Younger & Company, Cpa (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 Specialty Institute Medical Group of Orange County: employer contribution per participant | $4,614 | |
| Peer median | $1,468 |
| Orthopaedic Specialty Institute Medical Group of Orange County: average balance | $151,046 | |
| Peer median | $37,786 |
| Orthopaedic Specialty Institute Medical Group of Orange County: admin expenses ÷ assets | 0.31% | |
| 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 $27.2M at the end of plan year 2021 to $35.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 247 | $35.2M | $1.1M | $4,614 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 232 | $29.2M | $1M | $4,905 | 0.32% | Not published | Form 5500 ↗ |
| 2022 | 205 | $24.7M | $931K | $4,848 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 197 | $27.2M | $912K | $4,674 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Orthopaedic Specialty Institute Medical Group of Orange County match 401(k) contributions?
The match terms for the Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $4,614 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopaedic Specialty Institute Medical Group of Orange County 401(k) match vested?
The vesting schedule for the Orthopaedic Specialty Institute Medical Group 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopaedic Specialty Institute Medical Group of Orange County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Orthopaedic Specialty Institute Medical Group of Orange County.
I left Orthopaedic Specialty Institute Medical Group of Orange County. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopaedic Specialty Institute Medical Group of Orange County, (714) 937-2159) or the recordkeeper, Newport Group, Inc.. The Orthopaedic Specialty Institute Medical Group of Orange County old 401(k) page lists the contacts from every plan filing. Find an old Orthopaedic Specialty Institute Medical Group of Orange County 401(k)
Data from the public Form 5500 annual reports Orthopaedic Specialty Institute Medical Group of Orange County 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 Specialty Institute Medical Group of Orange County. Not financial advice. Report a correction · Methodology