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Original filing (PDF)20251014151650NAL0001569939013

EXCEL ORTHOPAEDIC SPECIALISTS

Form 5500
FILING_RECEIVED
EXCEL ORTHOPAEDIC SPECIALISTS CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
~83 bps in Sched C fees
Active participants
94
Accounts w/ balance
—
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 83 bps in Schedule C fees — 59% above peer band of 52 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCEL ORTHOPAEDIC SPECIALISTS.
Plan sponsor
Name
EXCEL ORTHOPAEDIC SPECIALISTS
EIN
04-2746756
Address
200 UNICORN PARK DRIVE, SUITE 201 · WOBURN, MA · 01801
Phone
(781) 782-1300
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PFK O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
SHEPHERD FINANCIAL PARTNERS———$63K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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