· 2022–2024 · DOL EFAST2

San Marcos Orthopedics, PLLC — San Marcos Orthopedic, Form 5500 (2024)

Original filing (PDF)20250718115547NAL0001715681001

San Marcos Orthopedics, PLLC

Form 5500-SF

FILING_RECEIVED

San Marcos Orthopedics, PLLC 401(k) Plan

401(k) retirement plan · San Marcos Orthopedics, PLLC's San Marcos Orthopedics, PLLC 401(k) Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

8

Accounts w/ balance

10

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SAN MARCOS ORTHOPEDICS, PLLC

EIN

46-2848796all filings

Address

1340 WONDER WORLD DR., SUITE 115 · SAN MARCOS, TX · 78666

Phone

(512) 878-4203

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

Hillsboro Orthopedic Group, Inc.

Hillsboro Orthopedic Group, Inc. 401(k) Profit Sharing Plan and Trust

$1.7M · 5 participants

Frederick Kidney Care Associates, LLC

Frederick Kidney Care Associates, LLC Cash Balance Pension Plan

$1.7M · 6 participants

Cochise Cardiovascular Care, PLLC

Cochise Cardiovascular Care Defined Benefit Plan

$1.7M · 1 participants

The Samra Group, LLC

The Samra Group 401(k) Plan

$1.7M · 81 participants

Piney Point Oral & Maxlofacial S

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