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Original filing (PDF)20230727085009NAL0016069152001
CENTER FOR ORTHOPEDIC EXCELLENCE, PLLC
Form 5500-SF
FILING_RECEIVED
CENTER FOR ORTHOPEDIC EXCELLENCE 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
39
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR ORTHOPEDIC EXCELLENCE, PLLC.
Plan sponsor
Name
CENTER FOR ORTHOPEDIC EXCELLENCE, PLLC
EIN
55-0764708
Address
1008 TAVERN ROAD, SUITE 101 · MARTINSBURG, WV · 25401
Phone
(304) 267-0556
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-27
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
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 providersRelated plans
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