Original filing (PDF)20250813134757NAL0012664416001

REGIONAL ORTHOPAEDIC ASSOCIATES, P.A.

Name: REGIONAL ORTHOPAEDIC ASSOCIATES, P.A. — REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP, Form 5500 (2024)
Creator: REGIONAL ORTHOPAEDIC ASSOCIATES, P.A.

Form 5500

FILING_RECEIVED

REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

156

Accounts w/ balance

221

Plan assets (EOY)

$38.9M

Net assets (EOY)

$38.9M

How this plan invests

This plan

1 pooled trust

Schedule D

33 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REGIONAL ORTHOPAEDIC ASSOCIATES, P.A..

Plan sponsor

Name

REGIONAL ORTHOPAEDIC ASSOCIATES, P.A.

EIN

51-0366909

Address

1941 LIMESTONE ROAD · SUITE 101 · WILMINGTON, DE · 19808

Phone

(302) 655-9494

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN FINANCIAL GROUP	—	FT. WAYNE, IN	NONE	$46K	—
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$27K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CLIFTON LARSON ALLEN LLP.	—	CHICAGO, IL

Investments

33 direct securities · 1 pooled fund· $37.3M(96% 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.

Other securities

$36.4M

31 holdings

Common Collective Trust

$541K

1 holding

Cash / Money Market

$267K

1 holding

Participant loans

$113K

1 holding

					% of plan
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$7.3M	18.9%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$5.8M	15.0%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$5.0M	13.0%
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$4.0M	10.4%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$3.5M	8.9%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$2.3M	5.9%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$1.7M	4.4%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$1.4M	3.6%
Vanguard Total Stock Market Index Adm Vanguard 0	Other securities	—	—	$953K	2.5%
Vanguard Dividend Apprec Index Adm Vanguard 0	Other securities	—	—	$945K	2.4%
Vanguard U.S. Growth Adm Vanguard 0	Other securities	—	—	$574K	1.5%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$545K	1.4%
METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$541K	1.4%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$392K	1.0%
Schwab Self-Direct Cash Fund V Schwab 0 115 Schwab Self-Direct Invest Fund V Schwab 0	Cash / Money Market	—	—	$267K	0.7%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$263K	0.7%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$249K	0.6%
Vanguard Health Care Adm Vanguard 0	Other securities	—	—	$223K	0.6%
Vanguard Total Intl Stock Index Adm Vanguard 0	Other securities	—	—	$135K	0.3%
Vanguard Explorer Value Inv Vanguard 0	Other securities	—	—	$134K	0.3%
Vanguard Emerging Mkts Select Stock Inv Vanguard 0	Other securities	—	—	$125K	0.3%
Vanguard Total Intl Bond Index Adm Vanguard 0	Other securities	—	—	$118K	0.3%
Vanguard Explorer Adm Vanguard 0	Other securities	—	—	$114K	0.3%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$113K	0.3%
Vanguard Extended Market Index Adm Vanguard 0	Other securities	—	—	$99K	0.3%
Vanguard STAR Inv Vanguard 0	Other securities	—	—	$93K	0.2%
Vanguard Balanced Index Adm Vanguard 0 2 Vanguard Windsor II Adm Vanguard 0	Other securities	—	—	$84K	0.2%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$79K	0.2%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$66K	0.2%
Vanguard International Value Inv Vanguard 0	Other securities	—	—	$60K	0.2%
Vanguard International Growth Adm Vanguard 0	Other securities	—	—	$35K	<0.1%
Vanguard Inflation-Protected Sec Adm Vanguard 0	Other securities	—	—	$17K	<0.1%
Vanguard Core Bond Adm Vanguard 0	Other securities	—	—	$10K	<0.1%
Vanguard Target Retirement 2070 Fund Vanguard 0	Other securities	—	—	$3K	<0.1%