How big is KNEE and Shoulder Institute, LLC's plan?

KNEE and Shoulder Institute, LLC's plan reported $1.0M in assets and 21 participants for 2024.

Original filing (PDF)20251001095453NAL0013031377001

KNEE and Shoulder Institute, LLC

Name: KNEE and Shoulder Institute, LLC — OSM & SAC 401(k), Form 5500 (2024)
Creator: KNEE and Shoulder Institute, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSM & SAC 401(k) Plan

401(k) retirement plan · KNEE and Shoulder Institute, LLC's OSM & SAC 401(k) Plan held $1.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Michelle Bennion signed KNEE and Shoulder Institute, LLC's 2024 Form 5500 as plan administrator.

Michelle Bennion — 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

KNEE and Shoulder Institute, LLC's EIN is 27-3402275.

EIN 27-3402275

Plan number 001

Plan year 2024

ACK ID 20251001095453NAL0013031377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KNEE and Shoulder Institute, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KNEE and Shoulder Institute, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KNEE AND SHOULDER INSTITUTE, LLC.

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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 (85th percentile).

Plan sponsor

Name

KNEE AND SHOULDER INSTITUTE, LLC

EIN

all filings

Address

9499 WEST CHARLESTON BOULEVARD · SUITE 200 · LAS VEGAS, NV · 89117

Phone

(702) 933-9393

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator