Retirement plan

CARROLLTON ORTHOPAEDIC CLINIC PC 401(K) PROFIT SHARING PLAN

Name: CARROLLTON ORTHOPAEDIC CLINIC PC - CARROLLTON ORTHOPAEDIC CLINIC PC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CARROLLTON ORTHOPAEDIC CLINIC PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARROLLTON ORTHOPAEDIC CLINIC PC 401(K) PROFIT SHARING PLAN, CARROLLTON ORTHOPAEDIC CLINIC PC

CARROLLTON ORTHOPAEDIC CLINIC PCEIN 58-1290499Plan #002PY 2025

150 CLINIC AVENUE SUITE 101 - CARROLLTON, GA 30117770-834-0873carrolltonortho.comLinkedIn1-10 employeesmedical practice

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$31.2M

+10.5% from 2024

Total participants

111

-2.6% from 2024

Average account balance

$281,404

+13.5% from 2024

Annual return

10.78%

-1.68 pp from 2024

Benchmarks

See 5,366 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort5,366 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.24M

Not enough data

1 years with asset history on file

Average account balance

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

$281K

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.

111

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.

126.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.40M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14408

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 codes2E2J2F2G2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$18174 / participant

Other / not subdivided$2M100.0%

% of EOY assets

5.120%

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

$281,404

$77,814+261.6%

$158,223+77.9%

$86,983+223.5%

Participation rate

100.0%

68.4%+31.6pp

79.2%+20.8pp

69.5%+30.5pp

Annual return

10.78%

30.54%-19.8pp

52.09%-41.3pp

25.83%-15.1pp

Employer contribution / active EE

$12,500

$2,592+382.2%

$4,109+204.2%

$2,584+383.7%

Participant deferral / active EE

$3,427

$3,270+4.8%

$5,467-37.3%

$4,194-18.3%

Admin fee / account holder

$14,408

$5,879+145.1%

$16,047-10.2%

$7,856+83.4%

CARROLLTON ORTHOPAEDIC CLINIC PC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CARROLLTON ORTHOPAEDIC CLINIC PC 401(K) PROFIT SHARING PLAN

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