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Original filing (PDF)20251007092333NAL0007837984001

ORTHOPAEDICS NORTHEAST, PC

Form 5500
FILING_RECEIVED
ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
339
Accounts w/ balance
525
Plan assets (EOY)
$104.1M
Net assets (EOY)
$104.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "[DFE: VANGUARD RETIREMENT SAVINGS TRUST (no filing on disk)]" is 100% of plan.
Helping the score
  • Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPAEDICS NORTHEAST, PC.
Plan sponsor
Name
ORTHOPAEDICS NORTHEAST, PC
EIN
35-1496097
Address
5050 NORTH CLINTON STREET · FORT WAYNE, IN · 46825
Phone
(260) 408-2356
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BADEN GAGE & SCHROEDER LLC
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

5 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FUTUREPLAN—DRESHER, PARECORD KEEPER$11K—
Advisor / Consultant
4
NameEINLocationRelationDirect compIndirect comp
VESTIA PERSONAL WEALTH ADVISORS82-1828832—ADVISOR$27K—
PENSIONMARK FINANCIAL—FORT WAYNE, INADVISOR$15K—
LARSON FINANCIAL GROUP20-4773945—ADVISOR$8K—
WORLD INVESTMENT ADVISORS—SANTA BARBARA, CAADVISOR$5K—

Investments

1 pooled fund· $2.0M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANGUARD RETIREMENT SAVINGS TRUST
VANGUARD GROUP, INC. · EIN 23-2186884 / PN 022
Common Collective Trust
——$2.0M1.9%

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