Peninsula Orthopaedic Associates 401(k) match, vesting and fees
What Peninsula 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Pks & Company, P.A. (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.
| Peninsula Orthopaedic Associates: employer contribution per participant | $6,436 | |
| Peer median | $1,468 |
| Peninsula Orthopaedic Associates: average balance | $120,975 | |
| Peer median | $37,786 |
| Peninsula Orthopaedic Associates: admin expenses ÷ assets | 0.26% | |
| 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 $17.4M at the end of plan year 2021 to $19.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 184 | $19.7M | $1M | $6,436 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 152 | $16.7M | $813K | $6,160 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 132 | $15.1M | $828K | $6,472 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 132 | $17.4M | $790K | $6,127 | 0.64% | Not published | Form 5500 ↗ |
Common questions
Does Peninsula Orthopaedic Associates match 401(k) contributions?
The match terms for the Peninsula Orthopaedic Associates, P.A. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $6,436 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Peninsula Orthopaedic Associates 401(k) match vested?
The vesting schedule for the Peninsula Orthopaedic Associates, P.A. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Peninsula Orthopaedic Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is Peninsula Orthopaedic Associates, P.A..
I left Peninsula Orthopaedic Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Peninsula Orthopaedic Associates, P.A., (410) 860-4503) or the recordkeeper, Ascensus LLC. The Peninsula Orthopaedic Associates old 401(k) page lists the contacts from every plan filing. Find an old Peninsula Orthopaedic Associates 401(k)
Data from the public Form 5500 annual reports Peninsula 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 Peninsula Orthopaedic Associates. Not financial advice. Report a correction · Methodology