Original filing (PDF)20251013104524NAL0000502499001

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC

Name: ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC — ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC 401K PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC

Form 5500

FILING_RECEIVED

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC 401K PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

193

Accounts w/ balance

227

Plan assets (EOY)

$33.2M

Net assets (EOY)

$33.2M

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC.

Plan sponsor

Name

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC

EIN

26-1132759

Address

2223 LIME KILN ROAD · GREEN BAY, WI · 54311

Phone

(920) 569-5916

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

2025-10-13

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	26-4310632	NEW YORK, NY	INVESTMENT MANAGEMENT	$59K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION INC	39-1955089	GREEN BAY, WI	THIRD PARTY ADMINISTRATO	$23K	—

Investments

31 direct securities· $35.6M(100% of reported assets)

Other securities

$35.2M

30 holdings

Cash / Money Market

$440K

1 holding

					% of plan
Vanguard 500 Index Fund Admiral Shares Mutual fund	Other securities	—	—	$4.7M	14.3%
Self-directed Accounts Other	Other securities	—	—	$3.7M	11.3%
PGIM Jennison Growth Fund- Class R6 Mutual fund	Other securities	—	—	$3.6M	10.7%
MFS Value Fund Class R6 Mutual fund	Other securities	—	—	$2.9M	8.6%
Self-directed Brokerage- Ameriprise Self directed	Other securities	—	—	$2.5M	7.5%
Metropolitan West Total Return Bond Fund Plan Class Mutual fund	Other securities	—	—	$1.8M	5.5%
Mondrian International Value Equity Fund Mutual fund	Other securities	—	—	$1.7M	5.1%
Vanguard Small-Cap Index Fund Admiral Shares Mutual fund	Other securities	—	—	$1.7M	5.1%
Nationwide Geneva Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$1.5M	4.6%
Self-directed Brokerage- Morgan Stanley Self directed	Other securities	—	—	$1.2M	3.7%
American Funds American Balances Fund Class R-6 Mutual fund	Other securities	—	—	$1.0M	3.1%
Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual fund	Other securities	—	—	$996K	3.0%
Causeway Emerging Markets Fund Class Institutional Mutual fund	Other securities	—	—	$908K	2.7%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund	Other securities	—	—	$845K	2.5%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$781K	2.4%
American Funds EuroPacific Growth Fund Class R-6 Mutual fund	Other securities	—	—	$755K	2.3%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$641K	1.9%
Vanguard Total International Stock Index Fund Admiral Shares Mutual fund	Other securities	—	—	$585K	1.8%
DFA Global Real Estate Securities Portfolio Mutual Fund	Other securities	—	—	$539K	1.6%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$449K	1.4%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$442K	1.3%
Party-in- Identity of Issuer, Borrower, ** Current Interest Lessor or Similar Party Description Cost Market Value Vanguard Treasury Money Market Fund Investor Shares Money market	Cash / Money Market	—	—	$440K	1.3%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$422K	1.3%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$377K	1.1%
Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund	Other securities	—	—	$361K	1.1%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$301K	0.9%
American Funds 2065 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$149K	0.4%
Macquarie Small Cap Value Fund Mutual Fund	Other securities	—	—	$98K	0.3%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund	Other securities	—	—	$71K	0.2%
Nationwide Geneva Small Cap Growth Fund Class R6 Mutual fund	Other securities	—	—	$57K	0.2%
Self-directed Brokerage- Fidelity Investments Self directed	Other securities	—	—	$4K	<0.1%