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Original filing (PDF)20250819073512NAL0003455104001
ORTHOPEDIATRICS, CORP.
Form 5500
FILING_RECEIVED
ORTHOPEDIATRICS, CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
245
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
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 (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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIATRICS, CORP..
Plan sponsor
Name
ORTHOPEDIATRICS, CORP.
EIN
26-1761833
Address
2850 FRONTIER DRIVE · WARSAW, IN · 46582
Phone
(574) 268-6379
Industry
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
2025-08-19
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | — | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MBC RETIREMENT SERVICES, INC. | — | — | CONTRACT ADMIN | $3K | — |
Investments
30 direct securities· $20.3M(99% of reported assets)
Uncategorized
$20.0M
29 holdings
Mutual Funds
$246K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of Amer R3 8,658 shares | — | — | $9K | $2.6M | 12.6% | |
| American Funds 2045 Target Date Fund R3 100,364 shares | — | — | $100K | $2.0M | 9.8% | |
| American Funds 2040 Target Date Fund R3 97,333 shares | — | — | $97K | $2.0M | 9.7% | |
| American Funds 2055 Target Date Fund R3 67,758 shares | — | — | $68K | $1.7M | 8.5% | |
| American Funds 2035 Target Date Fund R3 90,583 shares | — | — | $91K | $1.7M | 8.2% | |
| American Funds 2050 Target Date Fund R3 79,394 shares | — | — | $79K | $1.6M | 8.0% | |
| American Funds 2025 Target Date Fund R3 77,401 shares | — | — | $77K | $1.2M | 5.6% | |
| American Funds 2030 Target Date Fund R3 65,753 shares | — | — | $66K | $1.1M | 5.4% | |
| American Funds Washington Mutual R3 14,201 shares | — | — | $14K | $863K | 4.2% | |
| American Funds Fundamental Invs R3 9,291 shares | — | — | $9K | $747K | 3.6% | |
| Blackrock Health Sciences Oppor R1 11,369 shares | — | — | $11K | $685K | 3.3% | |
| Putnam Global Technology R 9,477 shares | — | — | $9K | $622K | 3.0% | |
| American Funds New Perspective R3 9,970 shares | — | — | $10K | $599K | 2.9% | |
| American Funds American Balanced R3 13,561 shares | — | — | $14K | $463K | 2.3% | |
| American Funds 2060 Target Date Fund R3 18,852 shares | — | — | $19K | $332K | 1.6% | |
| American Funds Europacific GR R3 4,974 shares | — | — | $5K | $259K | 1.3% | |
| American Funds 2020 Target Date Fund R3 18,962 shares | — | — | $19K | $252K | 1.2% | |
| s * American Funds 2015 Target Date Fund R3 20,253 shares | Mutual Funds | — | $20K | $246K | 1.2% | |
| Clearbridge Small Cap R 3,813 shares | — | — | $4K | $236K | 1.1% | |
| American Funds Smallcap World R3 3,387 shares | — | — | $3K | $213K | 1.0% | |
| Maturing at various dates through December 2029, with interest rates ranging * Participant Loans from 4.50% to 9.75% | — | — | — | $191K | 0.9% | |
| American Funds American HI Inc Tr R3 12,973 shares | — | — | $13K | $127K | 0.6% | |
| MFS Global Real Estate R2 7,389 shares | — | — | $7K | $119K | 0.6% | |
| American Funds Bond Fund of Amer R3 35,899 shares | — | — | $36K | $96K | 0.5% | |
| American Funds 2065 Target Date Fund R3 4,806 shares | — | — | $5K | $83K | 0.4% | |
| American Funds New World Fund R3 1,053 shares | — | — | $1K | $80K | 0.4% | |
| American Funds Interm BD FD of Amer R3 4,645 shares | — | — | $5K | $58K | 0.3% | |
| PGIM Jennison Natural Resources R 1,066 shares | — | — | $1K | $53K | 0.3% | |
| American Funds Short Term Bond of AM R3 927 shares | — | — | — | $9K | <0.1% | |
| American Funds Capital World Bond FD R3 550 shares | — | — | — | $9K | <0.1% |
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