Original filing (PDF)20250905133721NAL0017183553001

SOUTHWEST ORTHOPEDIC GROUP, L.L.P.

Name: SOUTHWEST ORTHOPEDIC GROUP, L.L.P. — SOUTHWEST ORTHOPEDIC GROUP, L.L.P. EMPLOYEES SAVINGS TRUST, Form 5500 (2024)
Creator: SOUTHWEST ORTHOPEDIC GROUP, L.L.P.

Form 5500-SF

FILING_RECEIVED

SOUTHWEST ORTHOPEDIC GROUP, L.L.P. EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST ORTHOPEDIC GROUP, L.L.P..

Plan sponsor

Name

SOUTHWEST ORTHOPEDIC GROUP, L.L.P.

EIN

03-0441756

Address

6560 FANNIN, SUITE 1016 · HOUSTON, TX · 77030

Phone

(713) 610-4270

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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