Employers › OCA Inc. / de
Recordkeeping fees per participant · Orthosynetics, Inc. 401(k) Profit Sharing Plan · plan year 2024
$57.38
Higher than 39% of the 14,075 plans $10 to 50M that report it.
= $15,721 / 274
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260330152023NAL0020905010001, received 2026-03-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260330152023NAL0020905010001, received 2026-03-30
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-03-30.
Administrative expenses excluding investment management, per participant
$83.04
Higher than 36% of the 24,371 plans $10 to 50M that report it.
= $22,752 / 274
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260330152023NAL0020905010001, received 2026-03-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260330152023NAL0020905010001, received 2026-03-30
Administrative expenses per participant
$217.75
Higher than 55% of the 25,098 plans $10 to 50M that report it.
= $59,663 / 274
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260330152023NAL0020905010001, received 2026-03-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260330152023NAL0020905010001, received 2026-03-30
Administrative expenses as a share of assets
0.402%
Higher than 69% of the 25,132 plans $10 to 50M that report it.
= $59,663 / $14,845,423
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260330152023NAL0020905010001, received 2026-03-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260330152023NAL0020905010001, received 2026-03-30
Employer contributions per participant
$355
Higher than 4% of the 24,050 plans $10 to 50M that report it.
= $97,169 / 274
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260330152023NAL0020905010001, received 2026-03-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260330152023NAL0020905010001, received 2026-03-30
Employer share of total contributions
12.6%
Higher than 9% of the 24,084 plans $10 to 50M that report it.
= $97,169 / $773,834
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260330152023NAL0020905010001, received 2026-03-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260330152023NAL0020905010001, received 2026-03-30
Plan terms are described in OCA, Inc. / de's SEC filings: Form 11-K filed 2005-07-20 and Form 10-K filed 2004-03-15. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260330152023NAL0020905010001, received 2026-03-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ORTHOSYNETICS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Plan name | ORTHOSYNETICS, INC. 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Sponsor EIN / plan number | 72-1278948 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Sponsor location | METAIRIE, LA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Industry (business code) | 561110, Administrative and support and waste management services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Filing received | 2026-03-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Participants, beginning of year | 562 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Active participants | 381 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Participants, end of year | 482 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Participants with an account balance | 274 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Total assets, beginning of year | $14,053,442 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Total assets, end of year | $14,845,423 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Net assets, end of year | $14,845,423 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Total income | $2,363,968 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Net income | $791,981 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Employer contributions | $97,169 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Participant contributions | $646,694 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Other contributions (incl. rollovers) | $29,971 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Total contributions | $773,834 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Benefit payments | $1,512,324 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Total expenses (incl. benefit payments) | $1,571,987 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Total administrative expenses | $59,663 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Recordkeeping fees | $15,721 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| IQPA audit fees | $7,031 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Investment advisory and management fees | $36,911 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Administrative expenses excluding investment management | $22,752 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Held in common/collective trusts | $922,611 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Held in mutual funds | $13,922,812 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260330152023NAL0020905010001, received 2026-03-30 |
| Independent auditor | EISNERAMPER LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260330152023NAL0020905010001, received 2026-03-30 |
Position = column in the DOL layout for form year 2024. Filing 20260330152023NAL0020905010001, received 2026-03-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $36,911 | no |
| JPMORGAN INVEST HOLDINGS LLCrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $15,721 | yes |
| POSTLETHWAITE & NETTERVILLE A PROFE | AUDITOR | 10 Accounting (including auditing) | $7,031 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260330152023NAL0020905010001, received 2026-03-30.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $14,053,442 | $14,845,423 | 5.6% |
| Participants with a balance | 304 | 274 | -9.9% |
| Administrative expenses | $55,445 | $59,663 | 7.6% |
| Recordkeeping fees per participant | $44.57 | $57.38 | 28.7% |
| Employer contributions | $105,457 | $97,169 | -7.9% |
Prior filing 20250207111000NAL0013685393001, received 2025-02-07; the plan years are contiguous.
Sponsor name as filed: ORTHOSYNETICS, INC.; SEC registrant: OCA, INC. / DE / (CIK 931702, matched by EIN).