Southern Orthodontic Partners Management 401(k) match, vesting and fees
What Southern Orthodontic Partners Management'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 | Voya Retirement Insurance & Annuity | 2023 Schedule C ↗ |
| Independent auditor | Carr Riggs & Ingram, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Southern Orthodontic Partners Management: employer contribution per participant | $2,915 | |
| Peer median | $2,600 |
| Southern Orthodontic Partners Management: average balance | $49,676 | |
| Peer median | $84,124 |
| Southern Orthodontic Partners Management: admin expenses ÷ assets | 0.69% | |
| Peer median | 0.17% |
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 $5M at the end of plan year 2021 to $30.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,011 | $30.1M | $1.8M | $2,915 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 889 | $20.7M | $1.3M | $2,334 | 0.76% | Not published | Form 5500 ↗ |
| 2022 | 649 | $12M | $828K | $2,054 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 339 | $5M | $271K | $1,512 | 0.81% | Not published | 5500-SF ↗ |
Common questions
Does Southern Orthodontic Partners Management match 401(k) contributions?
The match terms for the Southern Orthodontic Partners 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $2,915 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Southern Orthodontic Partners Management 401(k) match vested?
The vesting schedule for the Southern Orthodontic Partners 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Southern Orthodontic Partners Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Voya Retirement Insurance & Annuity. The plan administrator is Southern Orthodontic Partners Management, LLC.
I left Southern Orthodontic Partners Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Southern Orthodontic Partners Management, LLC, (615) 505-3735) or the recordkeeper, Voya Retirement Insurance & Annuity. The Southern Orthodontic Partners Management old 401(k) page lists the contacts from every plan filing. Find an old Southern Orthodontic Partners Management 401(k)
Data from the public Form 5500 annual reports Southern Orthodontic Partners Management 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 Southern Orthodontic Partners Management. Not financial advice. Report a correction · Methodology