Retirement plan

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

Name: TACONIC ORTHOPAEDICS, P.C. - TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST (2025) Form 5500
Creator: TACONIC ORTHOPAEDICS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST, TACONIC ORTHOPAEDICS, P.C.

TACONIC ORTHOPAEDICS, P.C.EIN 03-0273152Plan #001PY 2025

3505 RICHVILLE ROAD - MANCHESTER, VT 05255802-366-1144LinkedIn1-10 employeesdefense & space

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+19.5% from 2024

Total participants

0.0% from 2024

Average account balance

$221,874

+31.4% from 2024

Annual return

17.83%

-5.32 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.22M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$222K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$48K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1734

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$17K

$2890 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.781%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$221,874

$172,111+28.9%

$150,298+47.6%

$137,256+61.6%

Participation rate

83.3%

81.7%+1.6pp

77.8%+5.6pp

80.0%+3.4pp

Annual return

17.83%

69.37%-51.5pp

62.79%-45.0pp

220.34%-202.5pp

Employer contribution / active EE

$1,734

$4,636-62.6%

$4,154-58.3%

$4,156-58.3%

Participant deferral / active EE

$6,265

$6,166+1.6%

$5,453+14.9%

$6,407-2.2%

Admin fee / account holder

$1,734

$16,471-89.5%

$14,116-87.7%

$12,270-85.9%

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TACONIC ORTHOPAEDICS, P.C. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion