Vann Virginia Center for Orthopaedics 401(k) match, vesting and fees
What Vann Virginia Center for Orthopaedics' 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 | Jpmorgan Investment Holdings LLC | Schedule C ↗ |
| Independent auditor | Charles W. Snader, P.C. (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.
| Vann Virginia Center for Orthopaedics: employer contribution per participant | $3,454 | |
| Peer median | $1,468 |
| Vann Virginia Center for Orthopaedics: average balance | $99,107 | |
| Peer median | $37,786 |
| Vann Virginia Center for Orthopaedics: admin expenses ÷ assets | 0.27% | |
| 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 $25.9M at the end of plan year 2021 to $27.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 286 | $27.7M | $964K | $3,454 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 266 | $24.8M | $890K | $3,359 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 269 | $22.1M | $836K | $3,110 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 272 | $25.9M | $807K | $2,968 | 0.27% | Not published | Form 5500 ↗ |
Other Vann Virginia Center for Orthopaedics plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Atlantic Orthopaedic Specialists Second 401(k) Profit Sharing Retirement 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 | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Vann Virginia Center for Orthopaedics match 401(k) contributions?
The match terms for the Atlantic Orthopaedic Specialists 401(k) Profit Sharing Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $964K in employer contributions, about $3,454 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vann Virginia Center for Orthopaedics 401(k) match vested?
The vesting schedule for the Atlantic Orthopaedic Specialists 401(k) Profit Sharing Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vann Virginia Center for Orthopaedics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Investment Holdings LLC. The plan administrator is Vann Virginia Center for Orthopaedics, P.C..
I left Vann Virginia Center for Orthopaedics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vann Virginia Center for Orthopaedics, P.C., (757) 321-3300) or the recordkeeper, Jpmorgan Investment Holdings LLC. The Vann Virginia Center for Orthopaedics old 401(k) page lists the contacts from every plan filing. Find an old Vann Virginia Center for Orthopaedics 401(k)
Data from the public Form 5500 annual reports Vann Virginia Center for Orthopaedics 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 Vann Virginia Center for Orthopaedics. Not financial advice. Report a correction · Methodology