How big is Precision Orthopedics' plan?

Precision Orthopedics' plan reported $4.2M in assets and 109 participants for 2024.

Original filing (PDF)20251013093342NAL0001605744001

Precision Orthopedics

Name: Precision Orthopedics — Precision Orthopedics 401(k), Form 5500 (2024)
Creator: Precision Orthopedics
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Precision Orthopedics 401(k) Plan

401(k) retirement plan · Precision Orthopedics' Precision Orthopedics 401(k) Plan held $4.2M in plan assets for 109 participants in 2024, with American Retirement Plan Services as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bondCorrective distributions issued

Active participants

109

Accounts w/ balance

145

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Precision Orthopedics' EIN is 45-4196640.

EIN 45-4196640

Plan number 001

Plan year 2024

ACK ID 20251013093342NAL0001605744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Precision Orthopedics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Precision Orthopedics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECISION ORTHOPEDICS.

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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

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Bottom-decile employer contributions per participant (8th percentile).

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

PRECISION ORTHOPEDICS

EIN

all filings

Address

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

Phone

(301) 498-0383

Industry

Offices of Physicians· Health Care & Social Assistance

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN RETIREMENT PLAN SERVICES	52-2025778	HUNT VALLEY, MD	TPA	$2K	—
CAPITAL GROUP RETIREMENT PLAN SERVI	95-6817943	IRVINE, CA	RECORDKEEPER	$425	—

Investments

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

Mutual Funds

$4.1M

27 holdings

Other securities

$105K

2 holdings

Bonds / Notes

$5K

1 holding

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