Orthopedic Center of St. Louis retirement plan: assets, participants and fees
What Orthopedic Center of St. Louis' retirement plan 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 | Anders Minkler Huber & Helm LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · 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.
| Orthopedic Center of St. Louis: employer contribution per participant | $7,022 | |
| Peer median | $1,468 |
| Orthopedic Center of St. Louis: average balance | $181,138 | |
| Peer median | $37,786 |
| Orthopedic Center of St. Louis: 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 $35.6M at the end of plan year 2021 to $27.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 151 | $27.4M | $1.1M | $7,022 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 126 | $34.6M | $956K | $7,709 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 128 | $31.3M | $1.1M | $8,648 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 125 | $35.6M | $1.1M | $8,607 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Orthopedic Center of St. Louis match 401(k) contributions?
The match terms for the The Orthopedic Center of St. Louis 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 $7,022 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Orthopedic Center of St. Louis 401(k) match vested?
The vesting schedule for the The Orthopedic Center of St. Louis 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Orthopedic Center of St. Louis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is The Orthopedic Center of St. Louis, LLC.
I left Orthopedic Center of St. Louis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Orthopedic Center of St. Louis, LLC, (314) 336-2555) or the recordkeeper, Epic Retirement Plan Services. The Orthopedic Center of St. Louis old 401(k) page lists the contacts from every plan filing. Find an old Orthopedic Center of St. Louis 401(k)
Data from the public Form 5500 annual reports Orthopedic Center of St. Louis 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 Orthopedic Center of St. Louis. Not financial advice. Report a correction · Methodology