Back to filter
Original filing (PDF)20251013091912NAL0000411955001
BONE & JOINT CLINIC, S.C.
Form 5500
FILING_RECEIVED
BONE & JOINT CLINIC, S.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
287
Accounts w/ balance
365
Plan assets (EOY)
$44.7M
Net assets (EOY)
$44.6M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONE & JOINT CLINIC, S.C..
Plan sponsor
Name
BONE & JOINT CLINIC, S.C.
EIN
39-1130341
Address
225000 HUMMINGBIRD ROAD, SUITE 100 · WAUSAU, WI · 54401
Phone
(715) 393-0336
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SVA CERTIFIED PUBLIC ACCOUNTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $90K | — |
| ORGEL WEALTH MANAGEMENT, LLC | 46-2793932 | — | NONE | $38K | — |
Investments
24 direct securities · 1 pooled fund· $43.3M(97% 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
$38.9M
24 holdings
Common Collective Trust
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/A | — | — | — | $7.2M | 16.1% | |
| Fidelity Large Cap Growth Index N/A | — | — | — | $5.5M | 12.4% | |
| Fidelity Large Cap Value Index N/A | — | — | — | $4.8M | 10.8% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.4M | 9.8% | |
| Fidelity US Bond Index N/A | — | — | — | $3.3M | 7.3% | |
| Federal Hermes Total Return Bond N/A | — | — | — | $3.0M | 6.8% | |
| T. Rowe Price Mid Cap Growth Fund N/A | — | — | — | $2.2M | 4.8% | |
| Fidelity Total International Index N/A | — | — | — | $2.1M | 4.6% | |
| American Funds Europacific Growth N/A | — | — | — | $2.0M | 4.4% | |
| Allspring Special Mid Cap N/A | — | — | — | $1.8M | 4.1% | |
| Harbor Small Cap Growth Fund N/A | — | — | — | $1.3M | 2.9% | |
| Vaughan Nelson Small Cap N/A | — | — | — | $1.3M | 2.8% | |
| American Balanced Fund N/A | — | — | — | $1.0M | 2.3% | |
| JOHCM Emerging Markets Opportunities Fund Inst N/A | — | — | — | $1.0M | 2.3% | |
| Fidelity Small Cap Index N/A | — | — | — | $733K | 1.6% | |
| Fidelity Mid Cap Index N/A | — | — | — | $698K | 1.6% | |
| AFS Fundamental N/A | — | — | — | $442K | 1.0% | |
| Notes receivable from participants (4.25% - 9.50%) - 0 - | — | — | — | $252K | 0.6% | |
| Cohen & Steers Real Estate Securities N/A | — | — | — | $91K | 0.2% | |
| JP Morgan Limited Duration Bond N/A | — | — | — | $87K | 0.2% | |
| Oakmark International Fund N/A | — | — | — | $70K | 0.2% | |
| Alliance Bernstein High Income N/A | — | — | — | $24K | <0.1% | |
| Fidelity Inflation-Protected Bond Index N/A | — | — | — | $22K | <0.1% | |
| Eaton Vance Parametric Commodity Strategy Fund N/A | — | — | — | $8K | <0.1% | |
| BNY Mellon Global Real Return N/A | — | — | — | $5K | <0.1% |
Related plans
Other plans using ALERUS FINANCIAL, N.A.
EIDE BAILLY LLP
EIDE BAILLY LLP 401(K) PROFIT SHARING PLAN
$615.3M · 3,154 participants
JANE STREET GROUP, LLC
JANE STREET GROUP, LLC 401(K) PLAN
$521.4M · 1,728 participants
AVI SYSTEMS, INC.
AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$399.5M · 1,191 participants
THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
ASPCA 401(K) RETIREMENT PLAN
$164.0M · 1,191 participants
NORAN NEUROLOGICAL CLINIC, P.A.
NORAN NEUROLOGICAL CLINIC, P. A. 401(K) PROFIT SHARING PLAN
$153.6M · 242 participants
PERFORMANCE CONTRACTORS, INC.
PERFORMANCE CONTRACTORS, INC. 401(K) SALARY SAVINGS PLAN
$131.6M · 4,376 participants
Similar-size Offices of Physicians plans
ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC.
ORTHOPEDIC AND SPORTS MEDICINE CENTER OF NORTHERN INDIANA, INC. 401(K) PLAN
$44.6M · 282 participants
CARDIOVASCULAR ANESTHESIOLOGISTS, P C.
CARDIOVASCULAR ANESTHESIOLOGIST, P.C. 401(K) RETIREMENT PLAN
$44.7M · 87 participants
FAIRFAX NEONATAL ASSOCIATES, P.C.
FAIRFAX NEONATAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$44.6M · 70 participants
CAPE RADIOLOGY GROUP, P.C
CAPE RADIOLOGY GROUP, P. C. EMPLOYEES' PROFIT SHARING PLAN
$44.8M · 107 participants
RADIOLOGY ASSOCIATES, INC.
RADIOLOGY ASSOCIATES,INC 401K PROFIT SHARING PLAN
$44.6M · 20 participants
WESTMORELAND EMERGENCY MEDICINE SPECIALIST
WESTMORELAND EMERGENCY MEDICINE SPECIALIST 401(K) PROFIT SHARING PLAN
$44.8M · 46 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B