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Original filing (PDF)20251014144431NAL0006393282001
PENINSULA ORTHOPAEDIC ASSOCIATES, P.A.
Form 5500
FILING_RECEIVED
PENINSULA ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
52% in single holdingNo recordkeeper disclosed
Active participants
148
Accounts w/ balance
163
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Managed Profit Sharing Acct Managed 0" is 52% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PENINSULA ORTHOPAEDIC ASSOCIATES, P.A..
Plan sponsor
Name
PENINSULA ORTHOPAEDIC ASSOCIATES, P.A.
EIN
52-0910711
Address
1675 WOODBROOKE DR · SALISBURY, MD · 21804
Phone
(410) 860-4503
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PKS & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $25K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $22K | — |
Investments
28 direct securities · 1 pooled fund· $19.7M(100% 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.
Uncategorized
$19.7M
28 holdings
Common Collective Trust
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Managed Profit Sharing Acct Managed 0 | — | — | — | $10.2M | 51.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.7M | 8.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.6M | 8.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 7.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $860K | 4.4% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $681K | 3.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $474K | 2.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $412K | 2.1% | |
| American Century Growth R6 American Century 0 | — | — | — | $330K | 1.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $319K | 1.6% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $244K | 1.2% | |
| Fidelity International Index Fidelity 0 | — | — | — | $208K | 1.1% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $184K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $174K | 0.9% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $150K | 0.8% | |
| Dodge & Cox Income Fund I Dodge 0 | — | — | — | $137K | 0.7% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $105K | 0.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $88K | 0.4% | |
| American Funds New World R6 American Funds 0 | — | — | — | $79K | 0.4% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $54K | 0.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $44K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $27K | 0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $15K | <0.1% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $7K | <0.1% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $4K | <0.1% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $2K | <0.1% |