401k Record

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Orthopediatrics 401(k)

Recordkeeping fees per participant · Orthopediatrics, Corp. 401(k) Retirement Plan · plan year 2024

$120.73

Higher than 67% of the 14,075 plans $10 to 50M that report it.

Source

= $29,579 / 245
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819073512NAL0003455104001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073512NAL0003455104001, received 2025-08-19

10th: $10.53median $83.9490th: $217.08

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 2025-08-19.

Cost and contributions

Administrative expenses excluding investment management, per participant

$120.73

10th: $15.36median $118.8890th: $340.63

Higher than 51% of the 24,371 plans $10 to 50M that report it.

Source

= $29,579 / 245
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819073512NAL0003455104001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073512NAL0003455104001, received 2025-08-19

Administrative expenses per participant

$120.73

10th: $26.86median $197.2590th: $456.10

Higher than 31% of the 25,098 plans $10 to 50M that report it.

Source

= $29,579 / 245
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819073512NAL0003455104001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073512NAL0003455104001, received 2025-08-19

Administrative expenses as a share of assets

0.144%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 27% of the 25,132 plans $10 to 50M that report it.

Source

= $29,579 / $20,552,284
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819073512NAL0003455104001, received 2025-08-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819073512NAL0003455104001, received 2025-08-19

Employer contributions per participant

$3,594

10th: $664median $2,07490th: $4,751

Higher than 81% of the 24,050 plans $10 to 50M that report it.

Source

= $880,632 / 245
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819073512NAL0003455104001, received 2025-08-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073512NAL0003455104001, received 2025-08-19

Employer share of total contributions

25.5%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 41% of the 24,084 plans $10 to 50M that report it.

Source

= $880,632 / $3,458,409
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819073512NAL0003455104001, received 2025-08-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819073512NAL0003455104001, received 2025-08-19

Plan terms, as stated in Orthopediatrics Corp.'s SEC filings

Employer match

“OrthoPediatrics Corp. matches up to 4% of our employees' salaries.”

Form 10-K filed 2026-03-04, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2A age/service-weighted · 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 · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250819073512NAL0003455104001, received 2025-08-19

Full record, Orthopediatrics, Corp. 401(k) Retirement Plan

FieldValueSource
Plan sponsorORTHOPEDIATRICS, CORP.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250819073512NAL0003455104001, received 2025-08-19
Plan nameORTHOPEDIATRICS, CORP. 401(K) RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250819073512NAL0003455104001, received 2025-08-19
Sponsor EIN / plan number26-1761833 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250819073512NAL0003455104001, received 2025-08-19
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250819073512NAL0003455104001, received 2025-08-19
Sponsor locationWARSAW, INForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250819073512NAL0003455104001, received 2025-08-19
Industry (business code)621399, Health care and social assistanceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250819073512NAL0003455104001, received 2025-08-19
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250819073512NAL0003455104001, received 2025-08-19
Filing received2025-08-19Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250819073512NAL0003455104001, received 2025-08-19
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250819073512NAL0003455104001, received 2025-08-19
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250819073512NAL0003455104001, received 2025-08-19
Participants, beginning of year217Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250819073512NAL0003455104001, received 2025-08-19
Active participants212Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250819073512NAL0003455104001, received 2025-08-19
Participants, end of year255Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250819073512NAL0003455104001, received 2025-08-19
Participants with an account balance245Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250819073512NAL0003455104001, received 2025-08-19
Total assets, beginning of year$15,934,192Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250819073512NAL0003455104001, received 2025-08-19
Total assets, end of year$20,552,284Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250819073512NAL0003455104001, received 2025-08-19
Net assets, end of year$20,552,284Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250819073512NAL0003455104001, received 2025-08-19
Total income$5,901,475Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250819073512NAL0003455104001, received 2025-08-19
Net income$4,618,092Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250819073512NAL0003455104001, received 2025-08-19
Employer contributions$880,632Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250819073512NAL0003455104001, received 2025-08-19
Participant contributions$1,834,457Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250819073512NAL0003455104001, received 2025-08-19
Other contributions (incl. rollovers)$743,320Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250819073512NAL0003455104001, received 2025-08-19
Total contributions$3,458,409Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250819073512NAL0003455104001, received 2025-08-19
Benefit payments$1,253,804Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250819073512NAL0003455104001, received 2025-08-19
Total expenses (incl. benefit payments)$1,283,383Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250819073512NAL0003455104001, received 2025-08-19
Total administrative expenses$29,579Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250819073512NAL0003455104001, received 2025-08-19
Recordkeeping fees$29,579Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250819073512NAL0003455104001, received 2025-08-19
Administrative expenses excluding investment management$29,579derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250819073512NAL0003455104001, received 2025-08-19
Held in mutual funds$20,360,817Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250819073512NAL0003455104001, received 2025-08-19
Independent auditorFORVIS MAZARS LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250819073512NAL0003455104001, received 2025-08-19

Position = column in the DOL layout for form year 2024. Filing 20250819073512NAL0003455104001, received 2025-08-19.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
MBC RETIREMENT SERVICES, INC.CONTRACT ADMIN 13 Contract administrator $3,105no
CAPITAL GROUP RETIREMENT PLAN SERVIrecordkeeperRECORDKEEPER 64 Recordkeeping fees $1,575yes

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 20250819073512NAL0003455104001, received 2025-08-19.

What changed since the 2023 plan year

Figure20232024Change
Total assets$15,934,192$20,552,28429.0%
Participants with a balance21724512.9%
Administrative expenses$16,957$29,57974.4%
Recordkeeping fees per participant$78.14$120.7354.5%
Employer contributions$997,216$880,632-11.7%

Prior filing 20241011074723NAL0012267667001, received 2024-10-11; the plan years are contiguous.

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Sponsor name as filed: ORTHOPEDIATRICS, CORP.; SEC registrant: ORTHOPEDIATRICS CORP (CIK 1425450, matched by EIN; display name from the Form 10-K cover).