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ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC

ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$5,776

Reported employer contributions per active participant.

Higher than about 76% of comparable plans
#People in the filing
289

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$339 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 17% of comparable plans
↗Investment performance
Not available

Plan assets changed -0.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions76th percentileTypical peer $2,397 · based on 2,295 comparable plans
Lower reported administrative expense17th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ADVANCED ORTHOPEDICS OF OKLAHOMA, PLLC reported $1,669,211 in employer contributions across the plan and 289 active participants. That works out to $5,776 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy74%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 0.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 111.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context58/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,669,211
Participant contributions
$1,156,010
Other contributions
$1,153
Employer share of reported contributions
59.1%
Beginning assets
$70,991,379
Ending assets
$70,396,679
Ending net assets
$70,396,679
Ending liabilities
Not reported
Total income
$12,840,194
Total expenses
$13,434,894
Administrative expenses
$111,888
Participant loans
Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$5,789
2023
$8,003
2024
$5,776
Plan-paid administrative expenses per participant
2022
$160
2023
$237
2024
$339
Active participants
2022
203
2023
206
2024
289
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$5,77628970.4M20251015043809NAL0005394560001
2023$8,00320671M20241011135646NAL0012563315001
2022$5,78920364M20231011150214NAL0030328929001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
Not stated in the filing
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
813249663-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1973
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2G2J2K2R2T3D2F2A

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN BEACON ADVISORS, INC.2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
DODGE & COX2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2024Not reportedunknown
GOLDMAN SACHS BANK USA2024Not reportedunknown
INVESCO DISTRIBUTORS, INC.2024Not reportedunknown
MACQUARIE INVESTMENT MANAGEMENT2024Not reportedunknown
MANULIFE INVESTMENT MANAGEMENT LLC2024Not reportedunknown
METROPOLITAN WEST ASSET MANAGEMENT,2024Not reportedunknown
PACIFIC INVESTMENT MANAGEMENT COMPA2024Not reportedunknown
PUTNAM INVESTMENTS2024Not reportedunknown
T. ROWE PRICE INVESTMENT SERVICES,2024Not reportedunknown
THE TRUST COMPANY OF OKLAHOMA2024Not reportedunknown
THE VANGUARD GROUP, INC.2024Not reportedunknown
THORNBURG INVESTMENT MANAGEMENT, IN2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251015043809NAL0005394560001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗