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Original filing (PDF)20251013124705NAL0001969008001
ORTHOATLANTA
Form 5500
FILING_RECEIVED
ORTHOATLANTA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
662
Accounts w/ balance
803
Plan assets (EOY)
$46.5M
Net assets (EOY)
$46.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOATLANTA.
Plan sponsor
Name
ORTHOATLANTA
EIN
03-0482395
Address
900 CIRCLE 75 PARKWAY SUITE 1700 · ATLANTA, GA · 30339
Phone
(678) 996-7230
Industry
Offices of Physicians· 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
2025-10-13
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $40K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $200 | — |
| RETIREMENT PLAN ADMINISTRATORS, LLC | — | ATLANTA, GA | OTHER | -$2K | — |
Investments
33 direct securities· $46.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index 26,820 # | — | — | — | $5.5M | 11.8% | |
| Vanguard Target Retirement 2055 Inv 61,001 # | — | — | — | $3.4M | 7.3% | |
| Fidelity Large Cap Growth Index 82,939 # | — | — | — | $3.2M | 7.0% | |
| Vanguard Target Retirement 2045 Inv 103,646 # | — | — | — | $3.1M | 6.6% | |
| American Funds Eupac R6 52,477 # | — | — | — | $2.8M | 6.1% | |
| Vanguard Target Retirement 2040 Inv 62,734 # | — | — | — | $2.7M | 5.8% | |
| Vanguard Target Retirement 2050 Inv 51,992 # | — | — | — | $2.6M | 5.6% | |
| Vanguard Target Retirement 2030 Inv 58,049 # | — | — | — | $2.2M | 4.7% | |
| Vanguard Target Retirement 2035 Inv 87,973 # | — | — | — | $2.1M | 4.5% | |
| Dodge & Cox Income X 151,220 # | — | — | — | $1.9M | 4.0% | |
| Vanguard Short-Term Federal Adm 166,133 # | — | — | — | $1.7M | 3.6% | |
| Parnassus Core Equity - Inst 26,440 # | — | — | — | $1.6M | 3.4% | |
| Vanguard Federal Money Market Inv 1,564,282 # | — | — | — | $1.6M | 3.4% | |
| Vanguard Equity-Income Adm 15,742 # | — | — | — | $1.4M | 3.0% | |
| American Funds New World R6 17,771 # | — | — | — | $1.4M | 2.9% | |
| Hood River Small-Cap Growth Retirement 17,258 # | — | — | — | $1.3M | 2.8% | |
| Vanguard Mid-Cap Value Index Admiral 13,678 # | — | — | — | $1.1M | 2.5% | |
| Vanguard Target Retirement 2025 Inv 56,154 # | — | — | — | $1.0M | 2.3% | |
| Janus Henderson Enterprise N 6,715 # | — | — | — | $966K | 2.1% | |
| Fidelity Extended Market Index 9,605 # | — | — | — | $873K | 1.9% | |
| Federated Hermes Instl High Yield Bd R6 73,887 # | — | — | — | $655K | 1.4% | |
| Dfa Us Targeted Value I 17,483 # | — | — | — | $601K | 1.3% | |
| Empower Sdb Securities Various # | — | — | — | $600K | 1.3% | |
| Dws Reef Real Estate Securities R6 27,287 # | — | — | — | $591K | 1.3% | |
| T. Rowe Price Global Multi-Sector Bd I 39,088 # | — | — | — | $389K | 0.8% | |
| Vanguard Target Retirement Income Inv 24,772 # | — | — | — | $325K | 0.7% | |
| Vanguard Target Retirement 2020 Inv 9,606 # | — | — | — | $254K | 0.5% | |
| Vanguard Target Retirement 2060 Inv 3,821 # | — | — | — | $196K | 0.4% | |
| Vanguard Target Retirement 2065 Inv 5,525 # | — | — | — | $186K | 0.4% | |
| Empower Sdb Sweep Program Various # | — | — | — | $161K | 0.3% | |
| Empower Sdb Securities Roth Various # | — | — | — | $93K | 0.2% | |
| Vanguard Target Retirement 2070 Inv 1,167 # | — | — | — | $31K | <0.1% | |
| Empower Sdb Sweep Program Roth Various # | — | — | — | $29K | <0.1% |