How big is The BONE & Joint Center, P.C.'s plan?

The BONE & Joint Center, P.C.'s plan reported $27.0M in assets and 120 participants for 2024.

Original filing (PDF)20251002141207NAL0000356451001

The BONE & Joint Center, P.C.

Name: The BONE & Joint Center, P.C. — The BONE & Joint, Form 5500 (2024)
Creator: The BONE & Joint Center, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The BONE & Joint Center, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · The BONE & Joint Center, P.C.'s The BONE & Joint Center, P.C. 401(k) Profit Sharing Plan held $27.0M in plan assets for 120 participants in 2024, with Bravera Wealth as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

120

Accounts w/ balance

148

Plan assets (EOY)

$27.0M

Net assets (EOY)

$27.0M

Plan identifiers

The BONE & Joint Center, P.C.'s EIN is 45-0321538.

EIN 45-0321538

Plan number 004

Plan year 2024

ACK ID 20251002141207NAL0000356451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The BONE & Joint Center, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The BONE & Joint Center, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BONE & JOINT CENTER, P.C..

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How this plan invests

This plan

1 pooled trust

Schedule D

73 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

THE BONE & JOINT CENTER, P.C.

EIN

all filings

Address

310 N 9TH STREET · BISMARCK, ND · 58501

Phone

(701) 946-7427

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-02

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BRAVERA WEALTH	45-0436653	BISMARCK, ND	TRUSTEE/RECORDKEEPER	$54K	—

Investments

73 direct securities · 1 pooled fund· $26.1M(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.

Mutual Funds

$17.5M

39 holdings

Other securities

$4.4M

15 holdings

Common Collective Trusts

$3.3M

9 holdings

Common Stocks

$510K

6 holdings

Common Collective Trust

$330K

1 holding

Agency / Mortgage-Backed

$56K

1 holding

Cash / Money Market

$33K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$13.2M American Funds (Capital Group)$2.3M JPMorgan$2.1M T. Rowe Price$777K John Hancock$330K Fidelity$190K Morgan Stanley$152K State Street / SPDR$54K Franklin Templeton$29K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
MFS Growth Fund R6 Mutual fund	Mutual Funds	—	—	$3.4M	12.6%
Vanguard LifeStrategy Moderate Mutual fund 177 Vanguard LifeStrategy Conservative Mutual fund 153 Lifeguard LifeStrategy Growth Mutual fund ** 184 Vanguard Mid-Cap Index Adm Mutual fund	Mutual Funds	—	—	$2.7M	10.0%
American Funds American Mutual R6 Mutual fund	Mutual Funds	—	—	$2.2M	8.2%
Vanguard 500 Index Adm Mutual fund	Common Collective Trusts	—	—	$1.6M	5.9%
Vanguard Health Care Adm Mutual fund	Mutual Funds	—	—	$1.4M	5.3%
Vanguard Target Retirement 2035 Fund Mutual fund	Mutual Funds	—	—	$1.4M	5.1%
JPMorgan Small Cap Equity Fund Class R6 Mutual fund	Other securities	—	—	$1.2M	4.4%
Vanguard Developed Markets Index Adm Mutual fund	Mutual Funds	—	—	$1.1M	3.9%
Vanguard Small Cap Value Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$984K	3.6%
JPMorgan Equity Income Fund R6 Mutual fund	Other securities	—	—	$904K	3.4%
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$803K	3.0%
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$767K	2.8%
Federated Hermes Total Return Bond R6 Mutual fund	Other securities	—	—	$738K	2.7%
Federated Hermes MDT Mid-Cap Growth R6 Mutual fund	Other securities	—	—	$715K	2.7%
T Rowe Price Science and Technology Fund Mutual fund	Mutual Funds	—	—	$650K	2.4%
MFS International Diversification R6 Mutual fund	Mutual Funds	—	—	$565K	2.1%
Primecap Odyssey Growth Fund Mutual fund	Mutual Funds	—	—	$423K	1.6%
Vanguard Total Stock Market Index Fund Mutual fund	Common Collective Trusts	—	—	$401K	1.5%
Vanguard Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$381K	1.4%
JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001	Common Collective Trust	—	—	$330K	1.2%
Vanguard REIT Index Adm Mutual fund	Mutual Funds	—	—	$252K	0.9%
Federated Government Obligations Fund Mutual fund	Other securities	—	—	$252K	0.9%
Beal Bank USA Las Vegas NV Brokered CD	Common Stocks	—	—	$200K	0.7%
Fidelity Advisor Balanced Fund Class Z Mutual fund	Mutual Funds	—	—	$190K	0.7%
Morgan Stanley PVT BK NA Purchase NY Brokered CD	Other securities	—	—	$150K	0.6%
Zions Bancorp NA Salt Lake City UT Brokered CD	Common Stocks	—	—	$150K	0.6%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$130K	0.5%
Vanguard Total Stock Market ETF Exchange-traded fund	Mutual Funds	—	—	$129K	0.5%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$120K	0.4%
Vanguard Total Intl Stock Index Fund Mutual fund	Common Collective Trusts	—	—	$109K	0.4%
Principal High Yield Bond R6 Mutual fund	Other securities	—	—	$102K	0.4%
Bank of Hope Los Angeles CA Brokered CD	Other securities	—	—	$100K	0.4%
T Rowe Price Growth Stock Mutual fund	Mutual Funds	—	—	$91K	0.3%
Vanguard Short Term Inflation-Protected Securities Mutual fund	Mutual Funds	—	—	$87K	0.3%
American High Income Trust Class A Mutual fund	Other securities	—	—	$83K	0.3%
Vanguard Wellesley Income Inv Mutual fund	Mutual Funds	—	—	$66K	0.2%
Oneok Inc Common stock	Common Stocks	—	—	$62K	0.2%
Vanguard High Dividend Yield ETF Exchange-traded fund	Mutual Funds	—	—	$62K	0.2%
Kinder Morgan Inc Common stock	Common Stocks	—	—	$60K	0.2%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$57K	0.2%
Vanguard GNMA Adm Mutual fund	Agency / Mortgage-Backed	—	—	$56K	0.2%
Vanguard Total Intl Stock Index ETF Exchange-traded fund	Mutual Funds	—	—	$51K	0.2%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$50K	0.2%
Vanguard Total International Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$48K	0.2%
Vanguard Energy Index Fund Mutual fund	Common Collective Trusts	—	—	$48K	0.2%
Vanguard Total Bond Market Index Fund Mutual fund	Common Collective Trusts	—	—	$47K	0.2%
American Capital World Growth & Income Class A Mutual fund	Other securities	—	—	$42K	0.2%
Vanguard Target Retirement Income Fund Mutual fund	Mutual Funds	—	—	$40K	0.1%
Vanguard Health Care Inv Mutual fund	Mutual Funds	—	—	$40K	0.1%
Vanguard Value ETF Exchange-traded fund	Mutual Funds	—	—	$38K	0.1%

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