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Original filing (PDF)20251013155729NAL0001667233001
SPINAL ELEMENTS, INC.
Form 5500
FILING_RECEIVED
SPINAL ELEMENTS 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
113
Accounts w/ balance
163
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPINAL ELEMENTS, INC..
Plan sponsor
Name
SPINAL ELEMENTS, INC.
EIN
26-0894757
Address
3115 MELROSE DRIVE · SUITE 200 · CARLSBAD, CA · 92010
Phone
(760) 607-0121
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $8K | — |
Investments
27 direct securities · 2 pooled funds· $15.6M(99% 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
$14.9M
25 holdings
Mutual Funds
$498K
2 holdings
Common Collective Trust
$228K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $2.2M | 14.2% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.2M | 13.8% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $2.0M | 12.9% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $1.6M | 10.1% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $1.3M | 8.0% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $1.2M | 7.5% | |
| Fidelity Investments Fidelity Total Market Index | — | — | — | $662K | 4.2% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | — | — | — | $652K | 4.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $572K | 3.6% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $482K | 3.1% | |
| s (continued) JPMorgan Large Cap Growth Fund | Mutual Funds | — | — | $454K | 2.9% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $420K | 2.7% | |
| Fidelity Investments Fidelity MID Cap Index Fund | — | — | — | $300K | 1.9% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $251K | 1.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $243K | 1.5% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | — | — | — | $207K | 1.3% | |
| J H ENTERPRISE U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $167K | 1.1% | |
| American Funds American Funds Balanced Fund 101 Allspring AS Core Bond Fund | — | — | — | $164K | 1.0% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Portfolio Institutional Class Fund | — | — | — | $130K | 0.8% | |
| Fidelity Investments Fidelity International Capital Appericiation K6 Fund | — | — | — | $116K | 0.7% | |
| Massachusetts Financial Services Massachusetts Financial Services Mid Cap Value Fund | — | — | — | $72K | 0.5% | |
| PIMCO RAE US U GREAT GRAY TRUST COMPANY, LLC · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $62K | 0.4% | |
| American Funds American Fund Balanced Fund | Mutual Funds | — | — | $44K | 0.3% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares Fund | — | — | — | $30K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $29K | 0.2% | |
| Victory Capital Victory Sycamore Small Company Opportunity Fund | — | — | — | $23K | 0.1% | |
| Pimco Pacific Investment Management Company RAE Emerging Market Fund | — | — | — | $13K | <0.1% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $9K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | — | — | — | $3K | <0.1% |
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