Original filing (PDF)20241213153637NAL0021048800001

Spinal Group LLC

Name: Spinal Group LLC — Spinal Group, Inc. 401(k) Plan, Form 5500 (2023)
Creator: Spinal Group LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Spinal Group, Inc. 401(k) Plan

401(k) retirement plan · Spinal Group LLC's Spinal Group, Inc. 401(k) Plan filed a Form 5500 for plan year 2023, with ADP as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

KRIS a Hales signed Spinal Group LLC's 2023 Form 5500 as plan administrator.

KRIS a Hales — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Spinal Group LLC's EIN is 04-3440041.

EIN 04-3440041

Plan number 001

Plan year 2023

ACK ID 20241213153637NAL0021048800001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Spinal Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Spinal Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPINAL GROUP LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SPINAL GROUP LLC

EIN

all filings

Address

191 MID-TECH DR · WEST YARMOUTH, MA · 02673

Phone

(508) 957-8300

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-29

Filed

2024-12-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.