Original filing (PDF)20241115091626NAL0001500946001

ORTHOPEDIC ASSOC OF FLOWER MOUND

Name: ORTHOPEDIC ASSOC OF FLOWER MOUND — ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ORTHOPEDIC ASSOC OF FLOWER MOUND

Form 5500

FILING_RECEIVED

ORTHOPEDIC ASSOCIATES OF FLOWER MOUND 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIC ASSOC OF FLOWER MOUND.

Plan sponsor

Name

ORTHOPEDIC ASSOC OF FLOWER MOUND

EIN

20-8012726

Address

5000 LONG PRAIRIE ROAD · SUITE 100 · FLOWER MOUND, TX · 75028

Phone

(214) 222-6603

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-11-15

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

No Schedule C providers reported

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.

			% of plan
MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094	Common Collective Trust	$0	—

1–1 of 1

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