Original filing (PDF)20250917121115NAL0001060706001

Performance Orthopaedic Surgery & Sports Medicine, PA

Name: Performance Orthopaedic Surgery & Sports Medicine, PA — Form 5500 Plan 001 (2024)
Creator: Performance Orthopaedic Surgery & Sports Medicine, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Orthopedic Surgery & Sports Medicine, PC 401(k) Plan

401(k) retirement plan · Performance Orthopaedic Surgery & Sports Medicine, PA's Performance Orthopedic Surgery & Sports Medicine, PC 401(k) Plan held $621K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

People on this filing

Milan M. Digiulio, M.D. signed Performance Orthopaedic Surgery & Sports Medicine, PA's 2024 Form 5500 as plan administrator.

Milan M. Digiulio, M.D. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Performance Orthopaedic Surgery & Sports Medicine, PA's EIN is 26-4718551.

EIN 26-4718551

Plan number 001

Plan year 2024

ACK ID 20250917121115NAL0001060706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Performance Orthopaedic Surgery & Sports Medicine, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Performance Orthopaedic Surgery & Sports Medicine, PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERFORMANCE ORTHOPAEDIC SURGERY & SPORTS MEDICINE, PA.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

PERFORMANCE ORTHOPAEDIC SURGERY & SPORTS MEDICINE, PA

EIN

all filings

Address

3701 NW CARY PARKWAY · SUITE 305 · CARY, NC · 27513

Phone

(919) 882-6100

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator