Palm Beach Orthopaedic Institute 401(k) match, vesting and fees
What Palm Beach Orthopaedic Institute'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Holyfield Thomas LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $20.9M at the end of plan year 2021 to $23M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 111 | $23M | $1.1M | $12,365 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 113 | $21M | $1M | $9,048 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 104 | $17.2M | $921K | $8,859 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 106 | $20.9M | $774K | $7,301 | 0.46% | Not published | Form 5500 ↗ |
Other Palm Beach Orthopaedic Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Palm Beach Orthopaedic Institute, P.A. 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) · Active | Form 5500 ↗ |
Common questions
Does Palm Beach Orthopaedic Institute match 401(k) contributions?
The match terms for the Palm Beach Orthopaedic Institute, P.A. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $12,365 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Palm Beach Orthopaedic Institute 401(k) match vested?
The vesting schedule for the Palm Beach Orthopaedic Institute, P.A. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Palm Beach Orthopaedic Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Palm Beach Orthopaedic Institute, P.A..
I left Palm Beach Orthopaedic Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Palm Beach Orthopaedic Institute, P.A., (561) 694-7776) or the recordkeeper, Fidelity Investments Institutional. The Palm Beach Orthopaedic Institute old 401(k) page lists the contacts from every plan filing. Find an old Palm Beach Orthopaedic Institute 401(k)
Data from the public Form 5500 annual reports Palm Beach Orthopaedic Institute 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 Palm Beach Orthopaedic Institute. Not financial advice. Report a correction · Methodology