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Original filing (PDF)20251009110214NAL0006875249001
ILLINOIS BONE AND JOINT INSTITUTE, LLC
Form 5500
FILING_RECEIVED
ILLINOIS BONE AND JOINT INSTITUTE, LLC PROFIT SHARING AND SAVINGS PLAN
401(k) retirement plan
Active participants
2,354
Accounts w/ balance
2,999
Plan assets (EOY)
$287.0M
Net assets (EOY)
$287.0M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ILLINOIS BONE AND JOINT INSTITUTE, LLC.
Plan sponsor
Name
ILLINOIS BONE AND JOINT INSTITUTE, LLC
EIN
20-3845479
Address
900 RAND ROAD SUITE 300 · DES PLAINES, IL · 60016
Phone
(847) 375-3000
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
2025-10-09
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FGMK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$38K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENTS | 36-2708660 | — | CONSULTANT | $116K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $40K | — |
| FIRST AMERICAN BANK | 36-1078850 | — | CONSULTANT | $29K | — |
Investments
43 direct securities · 1 pooled fund· $276.9M(97% of reported assets)
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.
Uncategorized
$236.3M
42 holdings
Mutual Funds
$37.2M
1 holding
Common Collective Trust
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund Institutional Class | Mutual Funds | — | — | $37.2M | 12.9% | |
| Fidelity Freedom K 2035 Fund | — | — | — | $26.2M | 9.1% | |
| Fidelity Contrafund Fund Class K | — | — | — | $23.1M | 8.1% | |
| Fidelity Freedom K 2045 Fund | — | — | — | $17.8M | 6.2% | |
| Self-Managed Brokerage Accounts * BrokerageLink - Common Stock | — | — | — | $15.9M | 5.5% | |
| Fidelity Freedom K 2040 Fund | — | — | — | $15.7M | 5.5% | |
| Fidelity Freedom K 2030 Fund | — | — | — | $15.1M | 5.3% | |
| Fidelity Freedom K 2050 Fund | — | — | — | $13.0M | 4.5% | |
| Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $12.9M | 4.5% | |
| Fidelity Freedom K 2055 Fund | — | — | — | $8.4M | 2.9% | |
| Fidelity Diversified International K Fund | — | — | — | $7.4M | 2.6% | |
| BrokerageLink - UNIT | — | — | — | $6.8M | 2.4% | |
| Fidelity Freedom K 2025 Fund | — | — | — | $6.6M | 2.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $6.1M | 2.1% | |
| Fidelity Freedom K 2060 Fund | — | — | — | $5.9M | 2.1% | |
| Fidelity Treasury Only Money Market Fund | — | — | — | $5.8M | 2.0% | |
| JPMorgan Equity Income Fund | — | — | — | $4.2M | 1.5% | |
| BrokerageLink - Government Bond | — | — | — | $4.1M | 1.4% | |
| Glenmede Small Cap Equity Portfolio Class Advisor | — | — | — | $3.9M | 1.4% | |
| John Hancock John Hancock Bond Fund Class R6 | — | — | — | $3.7M | 1.3% | |
| Fidelity Freedom K 2020 Fund | — | — | — | $3.5M | 1.2% | |
| FIDELITY MANAGED INCOME PORTFOLIO FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3.4M | 1.2% | |
| Fidelity Low Priced Stock Fund Class K | — | — | — | $3.4M | 1.2% | |
| BrokerageLink - External Fund | — | — | — | $2.7M | 1.0% | |
| BrokerageLink - Cash | — | — | — | $2.7M | 0.9% | |
| MFS Investment Management MFS Mid Cap Value R6 | — | — | — | $2.6M | 0.9% | |
| Invesco EQV Emerging Markets All Cap Fund Class R6 | — | — | — | $2.2M | 0.8% | |
| ClearBridge Small Cap Growth Fund Class I | — | — | — | $2.0M | 0.7% | |
| PGIM Jennison PGIM Jennison Mid-Cap Growth Fund - Class R6 | — | — | — | $2.0M | 0.7% | |
| maturing from 2025 to 2034 | — | — | — | $1.9M | 0.7% | |
| BrokerageLink - Fidelity Fund | — | — | — | $1.9M | 0.6% | |
| Fidelity Total International Index | — | — | — | $1.7M | 0.6% | |
| Fidelity Freedom K 2015 Fund | — | — | — | $1.2M | 0.4% | |
| BrokerageLink - Corporate Bond | — | — | — | $952K | 0.3% | |
| Fidelity Freedom K 2065 Fund | — | — | — | $934K | 0.3% | |
| BrokerageLink - Preferred Stock | — | — | — | $772K | 0.3% | |
| BrokerageLink - Certificate of Deposit | — | — | — | $715K | 0.2% | |
| Fidelity Freedom K Income Fund | — | — | — | $583K | 0.2% | |
| American Century American Century Inflation Adjs Bond Inv | — | — | — | $583K | 0.2% | |
| Fidelity Small Cap Index | — | — | — | $561K | 0.2% | |
| Fidelity Mid Cap Index | — | — | — | $406K | 0.1% | |
| Fidelity Freedom K 2010 Fund | — | — | — | $391K | 0.1% | |
| BrokerageLink - Option | — | — | — | $4K | <0.1% | |
| Fidelity Freedom K 2070 Fund | — | — | — | $1K | <0.1% |
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