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Original filing (PDF)20250916100832NAL0002874512001
PRECISION SPINE INC.
Form 5500
FILING_RECEIVED
PRECISION SPINE 401K PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
124
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
86
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Wilmington Trust Idx+ Mod 2035 R1" is 28% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISION SPINE INC..
Plan sponsor
Name
PRECISION SPINE INC.
EIN
45-5079087
Address
2050 EXECUTIVE DR · PEARL, MS · 39208
Phone
(601) 420-4244
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
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
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUARANTY PRIVATE WEALTH LLC | 64-0913819 | — | NONE | $32K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $5K | — |
Investments
37 direct securities · 1 pooled fund· $20.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.2M
37 holdings
Pooled Separate Account
$9.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $9.5M | 92.1% | |
| Wilmington Trust Idx+ Mod 2035 R1 | — | — | — | $3.2M | 30.8% | |
| Wilmington Trust Idx+ Mod Ret R1 | — | — | — | $1.8M | 17.8% | |
| Wilmington Trust Idx+ Mod 2045 R1 | — | — | — | $1.3M | 12.3% | |
| Wilmington Trust Idx+ Mod 2055 R1 | — | — | — | $627K | 6.1% | |
| PARTICIPANTS LOANS 5.25% TO 5.25% 0 | — | — | — | $550K | 5.3% | |
| through December 2029 - | — | — | — | $550K | 5.3% | |
| T Rowe Price Bluechip Grth I | — | — | — | $468K | 4.5% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $402K | 3.9% | |
| Nuveen Lgcapgrth Indx Instl | — | — | — | $283K | 2.7% | |
| NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0 | — | — | — | $283K | 2.7% | |
| American United Life Ins. Co. Stable Value Account | — | — | — | $263K | 2.5% | |
| MFS Technology R6 | — | — | — | $239K | 2.3% | |
| Vanguard 500 Index Adm | — | — | — | $214K | 2.1% | |
| Vanguard Small Cap Index Adm | — | — | — | $191K | 1.8% | |
| Vanguard Smcap Grth Idx Adm | — | — | — | $148K | 1.4% | |
| Wilmington Trust Idx+ Agg 2035 R1 | — | — | — | $126K | 1.2% | |
| FEDERATED FED HER MDT SM CAP GR R6 MUTUAL FUND SHARES 0 | — | — | — | $112K | 1.1% | |
| Wilmington Trust Idx+ Agg 2045 R1 | — | — | — | $80K | 0.8% | |
| Vanguard Health Care Adm | — | — | — | $61K | 0.6% | |
| Vanguard High-Yield Corp Adm | — | — | — | $39K | 0.4% | |
| Vanguard Mid Cap Index Adm | — | — | — | $39K | 0.4% | |
| Vanguard Value Index Adm | — | — | — | $32K | 0.3% | |
| Vanguard Energy Adm | — | — | — | $31K | 0.3% | |
| American Funds Europac Grth R6 | — | — | — | $25K | 0.2% | |
| party collateral, par or maturity value (d) Cost (e) Current value AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0 | — | — | — | $25K | 0.2% | |
| Vanguard International Stock Idx | — | — | — | $21K | 0.2% | |
| Vanguard Selected Value Inv | — | — | — | $19K | 0.2% | |
| DFA Emerging Markets I | — | — | — | $14K | 0.1% | |
| Wilmington Trust Idx+ Agg Ret R1 | — | — | — | $12K | 0.1% | |
| DFA US Targeted Val | — | — | — | $10K | <0.1% | |
| Vanguard Int. Term Investment-Grade | — | — | — | $10K | <0.1% | |
| JP Morgan Government Bond R6 | — | — | — | $10K | <0.1% | |
| American Funds Fundamental Invs R6 | — | — | — | $6K | <0.1% | |
| Franklin Templeton Foreign R6 | — | — | — | $5K | <0.1% | |
| Nuveen Real Estate Secs R6 | — | — | — | $4K | <0.1% | |
| Goldman Sachs Lgcapval Insight R6 | — | — | — | $4K | <0.1% | |
| Wilmington Trust Idx+ Agg 2055 R1 | — | — | — | $2K | <0.1% |