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Original filing (PDF)20251014160328NAL0003233969001
ORTHOVIRGINIA, INC.
Form 5500
FILING_RECEIVED
ORTHOVIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
2,203
Accounts w/ balance
2,834
Plan assets (EOY)
$273.9M
Net assets (EOY)
$273.9M
How this plan invests
This plan
12 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOVIRGINIA, INC..
Plan sponsor
Name
ORTHOVIRGINIA, INC.
EIN
54-0885859
Address
1115 BOULDERS PKWY · SUITE 200 · NORTH CHESTERFIELD, VA · 23225
Phone
(804) 560-5595
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $183K | — |
Investments
20 direct securities · 12 pooled funds· $273.7M(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.
Common Collective Trust
$182.8M
12 holdings
Uncategorized
$60.1M
19 holdings
Mutual Funds
$30.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $33.4M | 12.2% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $33.3M | 12.1% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $32.0M | 11.7% | |
| Fidelity 500 INDEX FUND | Mutual Funds | — | — | $30.8M | 11.3% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $21.8M | 8.0% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.2M | 7.0% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $19.1M | 7.0% | |
| FIDELITY TOTAL INTL INDX FD MUTUAL FUNDS | — | — | $9.5M | $9.4M | 3.4% | |
| Fidelity US BOND INDEX | — | — | — | $8.3M | 3.0% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $7.1M | 2.6% | |
| Fidelity MID CAP INDEX FUND | — | — | — | $6.6M | 2.4% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.0% | |
| GOLDMAN SACHS STABLE VALUE CT GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $4.4M | $4.4M | 1.6% | |
| T Rowe Price ALL CAP OPPRT I | — | — | — | $4.3M | 1.6% | |
| Stable Value Collective Trust Fund Goldman Sachs Stable Value Fund Collective Trust | — | — | — | $4.2M | 1.5% | |
| American Europacific GROWTH R6 | — | — | — | $4.1M | 1.5% | |
| Vanguard INCM INSTL TARGET RET | — | — | — | $4.1M | 1.5% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $3.8M | $4.1M | 1.5% | |
| Fidelity SMALL CAP INDEX FUND | — | — | — | $3.3M | 1.2% | |
| Wasatch CORE GROWTH FD INSTL | — | — | — | $2.7M | 1.0% | |
| Goldman Sachs SMALL CAP VAL R6 | — | — | — | $2.5M | 0.9% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.9% | |
| Vanguard EQUITY INCOME CL ADM | — | — | — | $2.4M | 0.9% | |
| maturing through September 2039 | — | — | — | $2.1M | 0.8% | |
| LOAN FUND LOANS | — | — | $2.1M | $2.1M | 0.8% | |
| Cohen & Steers REAL EST CL Z | — | — | — | $1.5M | 0.6% | |
| Baird CORE PLUS BOND FD | — | — | — | $1.4M | 0.5% | |
| MFS MID CAP GROWTH FD R6 | — | — | — | $730K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $546K | 0.2% | |
| American Century MID CAP VAL | — | — | — | $354K | 0.1% | |
| ACCRUED INCOME ACCRUED INCOME 397 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT | — | — | $179K | $179K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $2K | $2K | <0.1% |