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Original filing (PDF)20251009081616NAL0015510610001

ADVANCED CENTER FOR ORTHOPEDICS AND PLASTIC SURGERY

Form 5500-SF
FILING_RECEIVED
ORTHOPAEDIC SURGERY ASSOCIATES OF MARQUETTE, P. C. 401(K) PS PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
96
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANCED CENTER FOR ORTHOPEDICS AND PLASTIC SURGERY.
Plan sponsor
Name
ADVANCED CENTER FOR ORTHOPEDICS AND PLASTIC SURGERY
EIN
38-1958140
Address
1414 WEST FAIR AVENUE · SUITE 190 · MARQUETTE, MI · 49855
Phone
(906) 362-7280
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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