Orthopedic & Sports Medicine Specialists of Green Bay SC 401(k) match, vesting and fees
What Orthopedic & Sports Medicine Specialists of Green Bay SC'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 | Pension Inc | Schedule C ↗ |
| Independent auditor | Boyum & Barenscheer, Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Orthopedic & Sports Medicine Specialists of Green Bay SC: employer contribution per participant | $5,051 | |
| Peer median | $1,440 |
| Orthopedic & Sports Medicine Specialists of Green Bay SC: average balance | $160,526 | |
| Peer median | $38,351 |
| Orthopedic & Sports Medicine Specialists of Green Bay SC: admin expenses ÷ assets | 0.27% | |
| Peer median | 0.47% |
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 $24.4M at the end of plan year 2021 to $39.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 289 | $39.8M | $1.3M | $5,051 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 246 | $33.2M | $1.3M | $5,798 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 178 | $27.5M | $1.2M | $6,652 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 150 | $24.4M | $861K | $5,743 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 147 | $24.4M | $668K | $4,542 | 0.42% | Not published | Form 5500 ↗ |
Other Orthopedic & Sports Medicine Specialists of Green Bay SC plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance 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 | Boyum Barenscheer, Pllp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Orthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance 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) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Orthopedic & Sports Medicine Specialists of Green Bay SC match 401(k) contributions?
The match terms for the Orthopedic & Sports Medicine Specialists of Green Bay Sc 401k Plan have not been published from its filing yet. The plan year 2025 filing reports $1.3M in employer contributions, about $5,051 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopedic & Sports Medicine Specialists of Green Bay SC 401(k) match vested?
The vesting schedule for the Orthopedic & Sports Medicine Specialists of Green Bay Sc 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopedic & Sports Medicine Specialists of Green Bay SC 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pension Inc. The plan administrator is Orthopedic & Sports Medicine Specialists of Green Bay Sc.
I left Orthopedic & Sports Medicine Specialists of Green Bay SC. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Orthopedic & Sports Medicine Specialists of Green Bay Sc, (920) 569-5916) or the recordkeeper, Pension Inc. The Orthopedic & Sports Medicine Specialists of Green Bay SC old 401(k) page lists the contacts from every plan filing. Find an old Orthopedic & Sports Medicine Specialists of Green Bay SC 401(k)
Data from the public Form 5500 annual reports Orthopedic & Sports Medicine Specialists of Green Bay SC filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Orthopedic & Sports Medicine Specialists of Green Bay SC. Not financial advice. Report a correction · Methodology