Original filing (PDF)20251015083835NAL0008685442001

ATHENS ORTHOPEDIC CLINIC, P.A.

Name: ATHENS ORTHOPEDIC CLINIC, P.A. — ATHENS ORTHOPEDIC CLINIC, P.A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ATHENS ORTHOPEDIC CLINIC, P.A.

Form 5500

FILING_RECEIVED

ATHENS ORTHOPEDIC CLINIC, P.A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

309

Accounts w/ balance

466

Plan assets (EOY)

$47.3M

Net assets (EOY)

$47.3M

How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATHENS ORTHOPEDIC CLINIC, P.A..

Plan sponsor

Name

ATHENS ORTHOPEDIC CLINIC, P.A.

EIN

58-1076549

Address

1765 OLD WEST BROAD STREET · BUILDING 2, SUITE 200 · ATHENS, GA · 30606

Phone

(706) 433-3229

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

2025-10-15

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)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	RECORDKEEPER/ INVESTMENT	$37K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW	36-3429599	—	INVESTMENT ADVISOR	$9K	—

TPA / Administrator

Investments

34 direct securities · 1 pooled fund· $46.2M(98% 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

$44.2M

33 holdings

Common Collective Trust

$1.8M

1 holding

Cash / Money Market

$198K

1 holding

					% of plan
Vanguard 500 Index Adm Mutual fund	Other securities	—	—	$5.1M	10.8%
Vanguard Total Stock Market Index Adm Mutual fund	Other securities	—	—	$4.2M	9.0%
Vanguard Target Retirement 2040 Fund Mutual fund	Other securities	—	—	$3.2M	6.8%
Vanguard Target Retirement 2050 Fund Mutual fund	Other securities	—	—	$2.8M	5.8%
Vanguard Total Bond Market Index Adm Mutual fund	Other securities	—	—	$2.5M	5.2%
Vanguard Target Retirement 2045 Fund Mutual fund	Other securities	—	—	$2.4M	5.1%
Vanguard Target Retirement 2035 Fund Mutual fund	Other securities	—	—	$2.3M	4.8%
Vanguard Target Retirement Income Fund Mutual fund	Other securities	—	—	$2.2M	4.6%
Vanguard Total Intl Stock Index Adm Mutual fund	Other securities	—	—	$2.0M	4.1%
MORLEY STABLE VALUE FUND GARTMORE TRUST COMPANY · EIN 93-0573993 / PN 001	Common Collective Trust	—	—	$1.8M	3.8%
Vanguard Value Index Adm Mutual fund	Other securities	—	—	$1.8M	3.8%
Vanguard Short-Term Bond Index Adm Mutual fund	Other securities	—	—	$1.8M	3.7%
Vanguard Target Retirement 2025 Fund Mutual fund	Other securities	—	—	$1.7M	3.7%
Vanguard Growth Index Adm Mutual fund	Other securities	—	—	$1.7M	3.5%
Vanguard Balanced Index Adm Mutual fund	Other securities	—	—	$1.5M	3.1%
Vanguard Target Retirement 2055 Fund Mutual fund	Other securities	—	—	$1.2M	2.5%
Vanguard Mid-Cap Value Index Adm Mutual fund	Other securities	—	—	$1.1M	2.2%
Vanguard Small-Cap Value Index Adm Mutual fund	Other securities	—	—	$951K	2.0%
Vanguard Small-Cap Growth Index Adm Mutual fund	Other securities	—	—	$879K	1.9%
Vanguard Target Retirement 2060 Fund Mutual fund	Other securities	—	—	$742K	1.6%
Schwab Self-Direct Invest Fund V Self-directed brokerage account	Other securities	—	—	$683K	1.4%
Vanguard Emerging Mkts Stock Idx Adm Mutual fund	Other securities	—	—	$678K	1.4%
Vanguard Mid-Cap Growth Index Adm Mutual fund	Other securities	—	—	$672K	1.4%
Vanguard Total World Stock Index Adm Mutual fund	Other securities	—	—	$506K	1.1%
Vanguard Target Retirement 2030 Fund Mutual fund	Other securities	—	—	$406K	0.9%
Vanguard Mid Cap Index Adm Mutual fund	Other securities	—	—	$283K	0.6%
Vanguard S-T Infl-Prot Sec Idx Adm Mutual fund	Other securities	—	—	$237K	0.5%
Vanguard Target Retirement 2020 Fund Mutual fund	Other securities	—	—	$226K	0.5%
Vanguard Small-Cap Index Adm Mutual fund	Other securities	—	—	$210K	0.4%
Schwab Self-Direct Cash Fund V Mutual fund	Cash / Money Market	—	—	$198K	0.4%
Brighthouse Variable Annuity contract	Other securities	—	—	$178K	0.4%
Vanguard Total Intl Bond Index Adm Mutual fund	Other securities	—	—	$150K	0.3%
Vanguard Target Retirement 2065 Fund Mutual fund	Other securities	—	—	$59K	0.1%
Vanguard Real Estate Index Adm Mutual fund	Other securities	—	—	$10K	<0.1%
Vanguard Retirement 2070 Fund Mutual fund	Other securities	—	—	$5K	<0.1%