Original filing (PDF)20251013093342NAL0001605744001

PRECISION ORTHOPEDICS

Name: PRECISION ORTHOPEDICS — PRECISION ORTHOPEDICS 401(K) PLAN, Form 5500 (2024)
Creator: PRECISION ORTHOPEDICS

Form 5500

FILING_RECEIVED

PRECISION ORTHOPEDICS 401(K) PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

145

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

100

Helping the score

Below-peer total fees (5 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION ORTHOPEDICS.

Plan sponsor

Name

PRECISION ORTHOPEDICS

EIN

45-4196640

Address

14201 PARK CENTER, SUITE 410 · LAUREL, MD · 20707

Phone

(301) 498-0383

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

2024-01-01

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

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	95-6817943	IRVINE, CA	RECORDKEEPER	$425	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN RETIREMENT PLAN SERVICES	52-2025778	HUNT VALLEY, MD	TPA	$2K	—

Investments

30 direct securities· $4.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds 2045 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$479K	11.3%
American Funds The Growth Fund of America Class R-3 Mutual Fund	—	—	—	$466K	11.0%
American Funds American Balanced R3 Mutual Fund	—	—	—	$453K	10.7%
American Funds 2035 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$292K	6.9%
Franklin Dynatech Fund - R Mutual Fund	—	—	—	$269K	6.4%
American Funds 2040 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$262K	6.2%
American Funds 2055 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$241K	5.7%
American Funds Amcap Fund Class R3 Mutual Fund	—	—	—	$241K	5.7%
American Funds Fundamental Investors Class R-3 Mutual Fund	—	—	—	$186K	4.4%
American Funds 2025 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$172K	4.1%
American Funds 2030 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$158K	3.7%
American Funds Investment Company of America Class R-3 Mutual Fund	—	—	—	$152K	3.6%
Goldman Sachs Small Cap Equity Insights Fund Service Class Mutual Fund	—	—	—	$102K	2.4%
American Funds The Income Fund of America Class R-3 Mutual Fund	—	—	—	$94K	2.2%
American Funds 2050 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$91K	2.2%
American Funds Intermediate Bond Fund Of America Class R3 Mutual Fund	—	—	—	$88K	2.1%
American Funds 2060 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$75K	1.8%
American Funds New World Fund Class R3 Mutual Fund	—	—	—	$74K	1.8%
American Funds International Growth and Income Fund Class R-3 Mutual Fund	—	—	—	$73K	1.7%
American Funds Capital Income Builder Class R3 Mutual Fund	—	—	—	$61K	1.4%
American Funds SMALLCAP World Fund Class R-3 Mutual Fund	—	—	—	$46K	1.1%
American Funds U.S. Government Money Market Fund Class R-3 Mutual Fund	—	—	—	$33K	0.8%
American Funds 2020 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$29K	0.7%
American Funds Capital World Growth and Income Fund Class R-3 Mutual Fund	—	—	—	$21K	0.5%
American Funds 2065 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$15K	0.3%
American Funds New Perspective Fund Class R-3 Mutual Fund	—	—	—	$12K	0.3%
American Funds 2015 Target Date Retirement Fund Class R-3 Mutual Fund	—	—	—	$11K	0.3%
Notes Receivable from Participants Interest Rate (6.00% to	—	—	—	$5K	0.1%
BlackRock Mid-Cap Growth Equity Portfolio Class R Mutual Fund	—	—	—	$4K	<0.1%
American Funds EuroPacific Growth Fund Class R-3 Mutual Fund	—	—	—	$2K	<0.1%