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Original filing (PDF)20251015082424NAL0008316322001
INSTRIDE FOOT & ANKLE SPECIALIST PLLC
Form 5500
FILING_RECEIVED
INSTRIDE FOOT AND ANKLE SPECIALISTS, PLLC 401K
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
222
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 52 bps in Schedule C fees — 79% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTRIDE FOOT & ANKLE SPECIALIST PLLC.
Plan sponsor
Name
INSTRIDE FOOT & ANKLE SPECIALIST PLLC
EIN
30-0700851
Address
1036 BRANCHVIEW DR NE · SUITE 216 · CONCORD, NC · 28025
Phone
(704) 461-3274
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $40K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $39K | — |
Investments
31 direct securities · 4 pooled funds· $15.3M(100% 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
$14.1M
31 holdings
Common Collective Trust
$1.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AM1 Domestic Equity AM1 0 | — | — | — | $2.6M | 16.9% | |
| T. Rowe Price Retirement 2030 Trust C T. Rowe Price 0 | — | — | — | $1.8M | 11.6% | |
| T. Rowe Price Retirement 2040 Trust C T. Rowe Price 0 | — | — | — | $1.1M | 6.8% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $1.0M | 6.6% | |
| T. Rowe Price Retirement 2045 Trust C T. Rowe Price 0 | — | — | — | $953K | 6.2% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $941K | 6.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $804K | 5.2% | |
| AM1 International Equity AM1 0 | — | — | — | $752K | 4.9% | |
| T. Rowe Price Retirement 2035 Trust C T. Rowe Price 0 | — | — | — | $679K | 4.4% | |
| American Century Growth R6 American Century 0 | — | — | — | $648K | 4.2% | |
| AM1 Income AM1 0 | — | — | — | $528K | 3.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $351K | 2.3% | |
| T. Rowe Price Retirement 2050 Trust C T. Rowe Price 0 | — | — | — | $345K | 2.2% | |
| T. Rowe Price Retirement 2025 Trust C T. Rowe Price 0 | — | — | — | $338K | 2.2% | |
| Fidelity International Index Fidelity 0 | — | — | — | $329K | 2.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $313K | 2.0% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $311K | 2.0% | |
| T. Rowe Price Retirement 2060 Trust C T. Rowe Price 0 | — | — | — | $294K | 1.9% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $197K | 1.3% | |
| T. Rowe Price Retirement 2055 Trust C T. Rowe Price 0 | — | — | — | $165K | 1.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $163K | 1.1% | |
| T. Rowe Price Retirement 2020 Trust C T. Rowe Price 0 | — | — | — | $158K | 1.0% | |
| FEDERATED HERMES CAPITAL PRES IS FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $145K | 0.9% | |
| AM1 Portfolio Diversifiers AM1 0 | — | — | — | $116K | 0.8% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $112K | 0.7% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $57K | 0.4% | |
| T. Rowe Price Retirement 2010 Trust C T. Rowe Price 0 | — | — | — | $52K | 0.3% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $45K | 0.3% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $40K | 0.3% | |
| Federated Hermes Govt Obl PRM Federated 0 | — | — | — | $18K | 0.1% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $7K | <0.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $6K | <0.1% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $5K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |