Southern California Orthopedic Institute 401(k) match, vesting and fees
What Southern California Orthopedic 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 | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Southern California Orthopedic Institute: employer contribution per participant | $702 | |
| Peer median | $1,337 |
| Southern California Orthopedic Institute: average balance | $61,435 | |
| Peer median | $35,764 |
| Southern California Orthopedic Institute: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.32% |
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 $38.7M at the end of plan year 2021 to $39M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 864 | $39M | $446K | $702 | 0.28% | Not published | Form 5500 ↗ |
| 2023 | 829 | $36M | $400K | $653 | 0.31% | Not published | Form 5500 ↗ |
| 2022 | 797 | $32M | $384K | $647 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 734 | $38.7M | $273K | $499 | 0.25% | Not published | Form 5500 ↗ |
Other Southern California Orthopedic Institute plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Scoi Profit Sharing 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.
| Recordkeeper | Adp,inc. | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Scoi Cash Balance Plan #2
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 Southern California Orthopedic Institute match 401(k) contributions?
The match terms for the Scoi 401(k) Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $446K in employer contributions, about $702 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern California Orthopedic Institute 401(k) match vested?
The vesting schedule for the Scoi 401(k) Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern California Orthopedic Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Southern Ca Orthopedic Inst.
I left Southern California Orthopedic Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Ca Orthopedic Inst, (818) 901-6600) or the recordkeeper, ADP, Inc.. The Southern California Orthopedic Institute old 401(k) page lists the contacts from every plan filing. Find an old Southern California Orthopedic Institute 401(k)
Data from the public Form 5500 annual reports Southern California Orthopedic Institute 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 Southern California Orthopedic Institute. Not financial advice. Report a correction · Methodology