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Original filing (PDF)20251001053102NAL0005791603001
UNIVERSITY ORTHOPEDICS, INC.
Form 5500
FILING_RECEIVED
UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
625
Accounts w/ balance
771
Plan assets (EOY)
$138.1M
Net assets (EOY)
$138.1M
How this plan invests
This plan
31 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
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY ORTHOPEDICS, INC..
Plan sponsor
Name
UNIVERSITY ORTHOPEDICS, INC.
EIN
05-0447454
Address
1 KETTLE POINT AVENUE · EAST PROVIDENCE, RI · 02914
Phone
(401) 457-1504
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SANSIVERI KIMBALL & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $19K | — |
Investments
31 direct securities· $133.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $10.3M | 7.5% | |
| VAN INSTITUTIONAL IDX - INST | Registered Investment Companies | — | — | $9.8M | 7.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $9.4M | 6.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $9.0M | 6.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $8.1M | 5.8% | |
| VANGUARD GROWTH & INCOME ADMIR | Registered Investment Companies | — | — | $7.8M | 5.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $7.1M | 5.1% | |
| VAN TOTAL BOND MKT IDX - INST | Registered Investment Companies | — | — | $6.7M | 4.8% | |
| VAN GROWTH INDEX - INST | Registered Investment Companies | — | — | $6.5M | 4.7% | |
| VAN VALUE INDEX INST | Registered Investment Companies | — | — | $5.5M | 4.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.4M | 3.9% | |
| T ROWE PRICE MID CAP GROWTH I | Registered Investment Companies | — | — | $5.2M | 3.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.7M | 3.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $4.6M | 3.3% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $4.4M | 3.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4.3M | 3.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $3.8M | 2.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $3.2M | 2.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2.8M | 2.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $2.6M | 1.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.2M | 1.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $2.1M | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.9M | 1.4% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $1.5M | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.3M | 1.0% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $881K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $627K | 0.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $599K | 0.4% | |
| AMERICAN CENTURY INT GR - R6 | Registered Investment Companies | — | — | $539K | 0.4% | |
| VANGUARD PACIFIC STOCK IDX ADM | Registered Investment Companies | — | — | $457K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $245K | 0.2% |