Retirement plan

AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN

Name: AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. - AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN, AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C.

AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C.EIN 58-1327528Plan #002PY 2025

3650 J DEWEY GRAY CIRCLE - AUGUSTA, GA 30909706-863-9797LinkedIn1-10 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16.5M

+24.5% from 2024

Total participants

145

+1.4% from 2024

Average account balance

$117,302

+24.5% from 2024

Annual return

15.62%

-1.31 pp from 2024

Benchmarks

See 1,431 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.54M

Not enough data

1 years with asset history on file

Average account balance

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

$117K

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.

141

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$828

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 6 by compensation

Provider	Service type	Compensation
APOLLON WEALTH MANAGEMENT LLC4 years Filed as: APOLLON WEALTH MANAGEMENT Service code 26 · EIN 82-3706323	Advisory (Participants)	$35,211
MAHURIN WEALTH ADVISORS3 years Filed as: THE MAHURIN GROUP Service code 26 446 EAST MAIN STREET · BOWLING GREEN, KY 42101	Advisory (Participants)	$19,714
JACQUELINE M KINKADE2 years Filed as: JACQUELINE LISTER Service code 26 225 S MILLEDGE AVE · ATHENS, GA 30605	Advisory (Participants)	$18,675
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC FINANCIAL MANAGEMENT Service code 26 140 COOPER DRIVE · AUGUSTA, GA 30907	Advisory (Participants)	$16,200
FIRETHORN WEALTH PARTNERS2 years Service code 26 2550 CENTRAL AVE · AUGUSTA, GA 30904	Advisory (Participants)	$2,991
JOHN HANCOCK LIFE INSURANCE COMPANY2 years Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346	Recordkeeping	$804

Plan features & details

Pension benefit codes2E2G2J2R2T3D2A2F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$117K

$1034 / participant

Contract admin$117K100.0%

% of EOY assets

0.706%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SMITH & HOWARD, PC
Auditor EIN: 581250486
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$117,302

$43,496+169.7%

$161,489-27.4%

$64,340+82.3%

Participation rate

96.5%

53.5%+42.9pp

78.7%+17.8pp

55.2%+41.2pp

Annual return

15.62%

20.76%-5.1pp

89.72%-74.1pp

24.14%-8.5pp

Employer contribution / active EE

$11,960

$1,431+736.0%

$4,268+180.2%

$1,862+542.4%

Participant deferral / active EE

$2,185

$1,996+9.5%

$5,630-61.2%

$2,980-26.7%

Admin fee / account holder

$828

$2,330-64.4%

$16,006-94.8%

$3,703-77.6%

Provider

Service type

Compensation

APOLLON WEALTH MANAGEMENT LLC4 years

Filed as: APOLLON WEALTH MANAGEMENT

Service code 26 · EIN 82-3706323

Advisory (Participants)

$35,211

MAHURIN WEALTH ADVISORS3 years

Filed as: THE MAHURIN GROUP

Service code 26

446 EAST MAIN STREET · BOWLING GREEN, KY 42101

Advisory (Participants)

$19,714

JACQUELINE M KINKADE2 years

Filed as: JACQUELINE LISTER

Service code 26

225 S MILLEDGE AVE · ATHENS, GA 30605

Advisory (Participants)

$18,675

STRATEGIC ADVISORS, INC.3 years

Filed as: STRATEGIC FINANCIAL MANAGEMENT

Service code 26

140 COOPER DRIVE · AUGUSTA, GA 30907

Advisory (Participants)

$16,200

FIRETHORN WEALTH PARTNERS2 years

Service code 26

2550 CENTRAL AVE · AUGUSTA, GA 30904

Advisory (Participants)

$2,991

JOHN HANCOCK LIFE INSURANCE COMPANY2 years

Filed as: JOHN HANCOCK LIFE INSURANCE

Service code 15 · EIN 01-0233346

Recordkeeping

$804

AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. 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