Original filing (PDF)20251013181810NAL0000893411001

ORTHOPEDIC HEALTH OF KANSAS CITY PC

Name: ORTHOPEDIC HEALTH OF KANSAS CITY PC — ORTHOPEDIC HEALTH OF KANSAS CITY P. C. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC HEALTH OF KANSAS CITY PC

Form 5500

FILING_RECEIVED

ORTHOPEDIC HEALTH OF KANSAS CITY P. C. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 2

31% in single holdingHigh average account balance

Active participants

Accounts w/ balance

107

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.8M

How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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 (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOPEDIC HEALTH OF KANSAS CITY PC.

Plan sponsor

Name

ORTHOPEDIC HEALTH OF KANSAS CITY PC

EIN

43-0948214

Address

1950 DIAMOND PARKWAY · SUITE 100 · NORTH KANSAS CITY, MO · 64116

Phone

(816) 889-1575

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$9K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STEFFES FINANCIAL LTD	—	OVERLAND PARK, KS	ADVISOR	$14K	—

Investments

29 direct securities· $19.8M(100% of reported assets)

Other securities

$18.0M

25 holdings

Cash / Money Market

$1.8M

4 holdings

					% of plan
Schwab Self-Direct Invest Fund V Schwab 0	Other securities	—	—	$6.0M	30.5%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$4.5M	22.8%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$1.7M	8.4%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$1.4M	7.0%
Schwab Self-Direct Cash Fund V Schwab 0	Cash / Money Market	—	—	$1.4M	6.8%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$1.2M	5.9%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$923K	4.7%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$409K	2.1%
Schwab Self-Direct #2 Invest Fund V Schwab 0	Other securities	—	—	$377K	1.9%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$309K	1.6%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Cash / Money Market	—	—	$306K	1.5%
Vanguard LifeStrategy Growth Inv Vanguard 0	Other securities	—	—	$245K	1.2%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$227K	1.1%
T. Rowe Price Overseas Stock Inv T. Rowe Price 0	Other securities	—	—	$142K	0.7%
Vanguard Interm-Term Invst Grade Adm Vanguard 0	Other securities	—	—	$103K	0.5%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$93K	0.5%
Synthetic Cash Account Synthetic 0 54 Various Rates and Maturities Participant's Loan Account 0	Cash / Money Market	—	—	$90K	0.5%
American Funds American Balanced R6 American Funds 0	Other securities	—	—	$68K	0.3%
Dodge & Cox Global Stock Fund I Dodge & Cox 0	Other securities	—	—	$68K	0.3%
Vanguard Inflation-Protected Sec Adm Vanguard 0	Other securities	—	—	$53K	0.3%
JPMorgan Large Cap Growth R6 JPMorgan 0	Other securities	—	—	$44K	0.2%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$40K	0.2%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$40K	0.2%
Vanguard Equity Income Adm Vanguard 0	Other securities	—	—	$39K	0.2%
Vanguard Small-Cap Growth Index Adm Vanguard 0	Other securities	—	—	$37K	0.2%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$24K	0.1%
American Funds New World R6 American Funds 0	Other securities	—	—	$17K	<0.1%
Schwab Self-Direct #2 Cash Fund V Schwab 0	Cash / Money Market	—	—	$15K	<0.1%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Other securities	—	—	$14K	<0.1%