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Original filing (PDF)20251113180336NAL0000885939001
PARKVIEW ORTHOPAEDIC GROUP, S.C.
Form 5500
FILING_RECEIVED
PARKVIEW ORTHOPAEDIC GROUP, S.C. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
105
Accounts w/ balance
127
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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 (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARKVIEW ORTHOPAEDIC GROUP, S.C..
Plan sponsor
Name
PARKVIEW ORTHOPAEDIC GROUP, S.C.
EIN
36-2645598
Address
7600 W. COLLEGE DR. · PALOS HEIGHTS, IL · 60463
Phone
(708) 923-2526
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FGMK LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $703 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $35K | — |
Investments
32 direct securities · 1 pooled fund· $28.4M(98% 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
$27.4M
32 holdings
Common Collective Trust
$987K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $6.6M | 22.9% | |
| Janus Capital Management LLC Janus Henderson Balanced Fund Class T | — | — | — | $4.0M | 13.9% | |
| Franklin DynaTech Franklin DynaTech Fund Advisor Class | — | — | — | $2.9M | 10.1% | |
| Alliance Bernstein AB Large Cap Growth Fund Advisor Class | — | — | — | $2.7M | 9.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $1.3M | 4.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $987K | 3.4% | |
| PIMCO Investment Management PIMCO Income Fund Institutional Class | — | — | — | $955K | 3.3% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $913K | 3.2% | |
| Fidelity Advisor FA International Growth Class Z | — | — | — | $807K | 2.8% | |
| JPMorgan Equity Income Fund Class R5 | — | — | — | $800K | 2.8% | |
| American Funds American Funds 2030 Target Date Retirement Fund Class R-6 | — | — | — | $791K | 2.7% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R-6 | — | — | — | $693K | 2.4% | |
| Fred Alger Management, LLC Alger Small Cap Focus Class Z | — | — | — | $623K | 2.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R-6 | — | — | — | $553K | 1.9% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $390K | 1.4% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R-6 | — | — | — | $387K | 1.3% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R-6 | — | — | — | $374K | 1.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $307K | 1.1% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $284K | 1.0% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R-6 | — | — | — | $221K | 0.8% | |
| Invesco Advisers, Inc. Invesco Developing Markets Fund Class Y | — | — | — | $211K | 0.7% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Fund Class I | — | — | — | $207K | 0.7% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R-6 | — | — | — | $202K | 0.7% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R-6 | — | — | — | $197K | 0.7% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R-6 | — | — | — | $163K | 0.6% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R-6 | — | — | — | $161K | 0.6% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $136K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $128K | 0.4% | |
| Loomis Sayles Loomis Sayles Global Allocation Fund Class N | — | — | — | $107K | 0.4% | |
| Principal Funds Principal Real Estate Securities Fund R-5 Class | — | — | — | $89K | 0.3% | |
| maturing from 2025 to 2029 | — | — | — | $82K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Class K | — | — | — | $53K | 0.2% | |
| American Funds American Funds 2015 Target Date Retirement Fund Class R-6 | — | — | — | $6K | <0.1% |
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