Original filing (PDF)20251014112143NAL0005603186001

FAMILY ORTHOPEDIC ASSOCIATES P

Name: FAMILY ORTHOPEDIC ASSOCIATES P — FAMILY ORTHOPEDIC ASSOCIATES P 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FAMILY ORTHOPEDIC ASSOCIATES P

Form 5500

FILING_RECEIVED

FAMILY ORTHOPEDIC ASSOCIATES P 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

109

Accounts w/ balance

131

Plan assets (EOY)

$23.2M

Net assets (EOY)

$23.2M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Helping the score

High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FAMILY ORTHOPEDIC ASSOCIATES P.

Plan sponsor

Name

FAMILY ORTHOPEDIC ASSOCIATES P

EIN

38-2265342

Address

4466 W BRISTOL RD FL 1 · FLINT, MI · 485073170

Phone

(810) 733-1200

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS	—	ST. LOUIS, MO	ADVISOR	$22K	—

TPA / Administrator

Investments

41 direct securities· $22.7M(98% of reported assets)

Other securities

$21.6M

40 holdings

Cash / Money Market

$1.1M

1 holding

					% of plan
Charles Schwab Self-Directed Brokerage Account	Other securities	—	—	$5.1M	21.8%
American Funds American Funds 2040 Target Date Retirement Fund	Other securities	—	—	$2.3M	10.1%
American Funds Self-Directed Brokerage Account	Other securities	—	—	$1.8M	7.9%
Fidelity Self-Directed Brokerage Account	Other securities	—	—	$1.5M	6.3%
Wells Fargo Self-Directed Brokerage Account	Other securities	—	—	$1.3M	5.5%
Vanguard Self-Directed Brokerage Account	Other securities	—	—	$1.2M	5.1%
Cash held in Self-Directed Brokerage Accounts	Cash / Money Market	—	—	$1.1M	4.6%
Charles Schwab Self-Directed Brokerage Account	Other securities	—	—	$946K	4.1%
American Funds American Funds 2035 Target Date Retirement Fund	Other securities	—	—	$796K	3.4%
American Funds American Funds 2050 Target Date Retirement Fund	Other securities	—	—	$751K	3.2%
American Funds American Funds 2025 Target Date Retirement Fund	Other securities	—	—	$562K	2.4%
American Funds American Funds 2045 Target Date Retirement Fund	Other securities	—	—	$527K	2.3%
American Funds American Funds 2030 Target Date Retirement Fund	Other securities	—	—	$504K	2.2%
American Funds American Funds Fundamental Investors Class R‐6	Other securities	—	—	$481K	2.1%
American Funds American Funds New Perspective Fund Clkass R‐6	Other securities	—	—	$475K	2.0%
American Equity Self-Directed Brokerage Account	Other securities	—	—	$415K	1.8%
American Funds American Funds the Bond Fund of America Class R‐6	Other securities	—	—	$338K	1.5%
Charles Schwab Self-Directed Brokerage Account	Other securities	—	—	$336K	1.4%
American Funds American Funds 2055 Target Date Retirement Fund	Other securities	—	—	$313K	1.4%
American Funds American Funds 2060 Target Date Retirement Fund	Other securities	—	—	$278K	1.2%
American Funds American Funds EuroPacific Growth Fund Class R‐6	Other securities	—	—	$266K	1.1%
American Funds American Funds SmallCap world Fund Class R‐6	Other securities	—	—	$236K	1.0%
American Funds American Funds U.S. Government	Other securities	—	—	$225K	1.0%
Wells Fargo Self-Directed Brokerage Account	Other securities	—	—	$198K	0.9%
Charles Schwab Self-Directed Brokerage Account	Other securities	—	—	$152K	0.7%
American Funds American Funds The Growth Fund of America Class R‐6	Other securities	—	—	$106K	0.5%
American Funds American Funds US Government Securities Fund	Other securities	—	—	$82K	0.4%
Wells Fargo Self-Directed Brokerage Account	Other securities	—	—	$82K	0.4%
American Funds American Funds American Mutual Fund Class R‐6	Other securities	—	—	$69K	0.3%
Wells Fargo Self-Directed Brokerage Account	Other securities	—	—	$69K	0.3%
American Funds American Funds 2065 Target Date Retirement Fund	Other securities	—	—	$61K	0.3%
American Funds American Funds 2010 Target Date Retirement Fund	Other securities	—	—	$41K	0.2%
American Funds American Funds 2020 Target Date Retirement Fund	Other securities	—	—	$37K	0.2%
American Funds American Funds the New Economy Fund	Other securities	—	—	$32K	0.1%
American Funds American Funds Growth Portfolio Class	Other securities	—	—	$32K	0.1%
American Funds American Funds Capital Income Builder	Other securities	—	—	$31K	0.1%
Securities America Self-Directed Brokerage Account	Other securities	—	—	$23K	<0.1%
American Funds American Funds AMCAP Fund Class R‐6	Other securities	—	—	$14K	<0.1%
American Funds American Funds American Balanced Fund	Other securities	—	—	$7K	<0.1%
American Funds American Funds Preservation Portfolio Class R‐6	Other securities	—	—	$3K	<0.1%
American Funds American Funds Washington Mutual Investors Fund Class R‐6	Other securities	—	—	$2K	<0.1%