How big is Onpoint Medical Group, LLC's plan?

Onpoint Medical Group, LLC's plan reported $12.7M in assets and 330 participants for 2024.

Original filing (PDF)20251013065619NAL0000365027001

Onpoint Medical Group, LLC

Name: Onpoint Medical Group, LLC — Onpoint Medical Group, Form 5500 (2024)
Creator: Onpoint Medical Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Onpoint Medical Group, LLC 401(k) Plan

401(k) retirement plan · Onpoint Medical Group, LLC's Onpoint Medical Group, LLC 401(k) Plan held $12.7M in plan assets for 330 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Active participants

330

Accounts w/ balance

257

Plan assets (EOY)

$12.7M

Net assets (EOY)

$12.7M

Plan identifiers

Onpoint Medical Group, LLC's EIN is 36-4778373.

EIN 36-4778373

Plan number 001

Plan year 2024

ACK ID 20251013065619NAL0000365027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Onpoint Medical Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Onpoint Medical Group, LLC'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 ONPOINT MEDICAL GROUP, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

ONPOINT MEDICAL GROUP, LLC

EIN

all filings

Address

1805 SHEA CENTER DRIVE · SUITE 450 · HIGHLANDS RANCH, CO · 80129

Phone

(303) 357-2559

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$41K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	84-4519624	—	NONE	$43K	—

Investments

27 direct securities· $12.7M(100% of reported assets)

Mutual Funds

$11.2M

19 holdings

Common Collective Trusts

$885K

1 holding

Other securities

$381K

5 holdings

Bonds / Notes

$195K

1 holding

Stable Value

$87K

1 holding

					% of plan
Vanguard Target Retirement 2040 Fd I Mutual Fund	Mutual Funds	—	—	$2.1M	16.5%
Vanguard Target Retirement 2050 Fd I Mutual Fund	Mutual Funds	—	—	$1.7M	13.2%
Vanguard Target Retirement 2055 Fd I Mutual Fund	Mutual Funds	—	—	$1.6M	12.6%
Vanguard Target Retirement 2035 Fd I Mutual Fund	Mutual Funds	—	—	$1.4M	11.0%
Vanguard Target Retirement 2030 Fd I Mutual Fund	Mutual Funds	—	—	$1.2M	9.3%
Vanguard Target Retirement 2045 Fd I Mutual Fund	Mutual Funds	—	—	$988K	7.8%
Vanguard 500 Index Fd Mutual Fund	Common Collective Trusts	—	—	$885K	6.9%
Vanguard Target Retirement 2025 Fd I Mutual Fund	Mutual Funds	—	—	$601K	4.7%
Vanguard Target Retirement 2060 Fd I Mutual Fund	Mutual Funds	—	—	$424K	3.3%
Vanguard Target Retirement 2020 Fd I Mutual Fund	Mutual Funds	—	—	$416K	3.3%
Notes Receivable from Participants Various maturity dates through 2029; interest rates ranging from 3.25% to 8.5%	Bonds / Notes	—	—	$195K	1.5%
Pioneer Fundamental Growth Mutual Fund	Other securities	—	—	$191K	1.5%
Janus Henderson Venture Fd Mutual Fund	Mutual Funds	—	—	$164K	1.3%
Mass Mutual Slct Mid Cap Grwth Fd I Mutual Fund	Other securities	—	—	$144K	1.1%
American Funds Europacific Growth R6 Mutual Fund	Mutual Funds	—	—	$139K	1.1%
Vanguard Extended Mkt Index Fd Adm Mutual Fund	Mutual Funds	—	—	$112K	0.9%
Vanguard Target Retirement 2065 Fd I Mutual Fund	Mutual Funds	—	—	$97K	0.8%
Standard Stable Asset Fund Stable Value Fund	Stable Value	—	—	$87K	0.7%
Invesco Oppenheimer Dev Mkts Fd Mutual Fund	Mutual Funds	—	—	$85K	0.7%
T Rowe Price Value Fd I Mutual Fund	Mutual Funds	—	—	$82K	0.6%
PIMCO INCM Fd Inst Mutual Fund	Mutual Funds	—	—	$62K	0.5%
T Rowe Price Intl Discovery Fund Mutual Fund	Mutual Funds	—	—	$33K	0.3%
American Century Small Cap Val Cl R6 Mutual Fund	Other securities	—	—	$26K	0.2%
Allspring Special Mid Cap Val Fd R6 Mutual Fund	Other securities	—	—	$17K	0.1%
Vanguard Total Intl Stock Index Adm Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Vanguard Total Bond Mkt Index Adm Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
PGIM Total Return Bd R6 Mutual Fund	Other securities	—	—	$3K	<0.1%