Original filing (PDF)20251008060451NAL0012750034001

SPECIALTY ORTHOPAEDICS PLLC

Name: SPECIALTY ORTHOPAEDICS PLLC — SPECIALTY ORTHOPAEDICS PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SPECIALTY ORTHOPAEDICS PLLC

Form 5500-SF

FILING_RECEIVED

SPECIALTY ORTHOPAEDICS PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

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 SPECIALTY ORTHOPAEDICS PLLC.

Plan sponsor

Name

SPECIALTY ORTHOPAEDICS PLLC

EIN

13-3719897

Address

600 MAMARONECK ROAD · SUITE 101 · HARRISON, NY · 10528

Phone

(914) 686-0111

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

CONSULTING PATHOLOGISTS CORPORATION

CONSULTING PATHOLOGISTS CORPORATION 401K PROFIT SHARING PLAN

$14.5M · 9 participants

SCRIPPS CARDIOVASCULAR AND THORACIC SURGERY GROUP, INC.

SCRIPPS CARDIOVASCULAR AND THORACIC SURGERY GROUP, INC. 401(K) PLAN

$14.5M · 20 participants

KETTERING PATHOLOGY ASSOCIATES, INC

KETTERING PATHOLOGY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$14.6M · 12 participants

BAY DERMATOLOGY AND COSMETIC SURGERY, P.A.

BAY DERMATOLOGY AND COSMETIC SURGERY, P.A. EMPLOYEES SAVINGS PLAN

$14.5M · 102 participants