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Original filing (PDF)20251014132533NAL0006052706001
ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
ORTHOPAEDIC SOLUTIONS MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,801
Accounts w/ balance
2,214
Plan assets (EOY)
$151.3M
Net assets (EOY)
$151.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC.
Plan sponsor
Name
ORTHOPAEDIC SOLUTIONS MANAGEMENT, LLC
EIN
59-2929608
Address
5315 AVION PARK DR · SUITE 100 · TAMPA, FL · 33607
Phone
(813) 978-9700
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)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $131K | — |
| BKS RETIREMENT SERVICES | — | CLEARWATER, FL | NONE | $23K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $149 | — |
Investments
34 direct securities· $145.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. Retirement 2035 Fund | — | — | — | $17.7M | 11.7% | |
| T. Rowe Price Associates, Inc. Retirement 2030 Fund | — | — | — | $16.9M | 11.2% | |
| T. Rowe Price Associates, Inc. Retirement 2025 Fund | — | — | — | $16.0M | 10.6% | |
| T. Rowe Price Associates, Inc. Retirement 2040 Fund | — | — | — | $15.8M | 10.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $15.7M | 10.4% | |
| T. Rowe Price Associates, Inc. Retirement 2045 Fund | — | — | — | $11.9M | 7.9% | |
| T. Rowe Price Associates, Inc. Retirement 2050 Fund | — | — | — | $7.5M | 4.9% | |
| T. Rowe Price Associates, Inc. Retirement 2020 Fund | — | — | — | $6.8M | 4.5% | |
| T. Rowe Price Associates, Inc. Retirement 2055 Fund | — | — | — | $5.5M | 3.6% | |
| MFS Investment Management Mfs Growth R6 | — | — | — | $4.1M | 2.7% | |
| Allspring Treasury Inst | — | — | — | $3.0M | 2.0% | |
| T. Rowe Price Associates, Inc. Retirement 2060 Fund | — | — | — | $2.6M | 1.7% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index, Adm | — | — | — | $2.4M | 1.6% | |
| T. Rowe Price Associates, Inc. T Rowe Price Mid Cap Grwth I | — | — | — | $2.2M | 1.5% | |
| American Funds Distributors, Inc. American Funds Europac Grw R6 | — | — | — | $2.1M | 1.4% | |
| The Vanguard Group, Inc. Vanguard Total Bond Index Adm | — | — | — | $2.1M | 1.4% | |
| July 2032, secured by participant accounts | — | — | — | $2.0M | 1.3% | |
| Charles Schwab Self-Directed Brokerage Acct | — | — | — | $1.8M | 1.2% | |
| The Vanguard Group, Inc. Vanguard Windsor Ii Admiral | — | — | — | $1.5M | 1.0% | |
| Metropolitan West Asset Management, LLC Met West Total Return Bond Pln | — | — | — | $1.3M | 0.9% | |
| Fidelity Investments Fidelity Ext Mkt Index Fund | — | — | — | $1.2M | 0.8% | |
| American Funds Distributors, Inc. American Fund Balanced R6 | — | — | — | $846K | 0.6% | |
| Victory Capital Management Victory Sycamore Est Value R6 | — | — | — | $734K | 0.5% | |
| American Funds Distributors, Inc. American New World R6 | — | — | — | $719K | 0.5% | |
| T. Rowe Price Associates, Inc. Retirement 2015 Fund | — | — | — | $703K | 0.5% | |
| New York Life Investment Management, LLC Mainstay High Yield Corp Bd R6 | — | — | — | $570K | 0.4% | |
| T. Rowe Price Associates, Inc. Retirement 2065 Fund | — | — | — | $540K | 0.4% | |
| T. Rowe Price Associates, Inc. T Rowe Price Qm Us Sc Gr Eq I | — | — | — | $314K | 0.2% | |
| Dimensional Fund Advisors LP Dfa Real Estate Securities I | — | — | — | $304K | 0.2% | |
| Dimensional Fund Advisors LP Dfa U.S. Targeted Value I | — | — | — | $201K | 0.1% | |
| Pacific Investment Management Co., LLC Pimco Real Return | — | — | — | $132K | <0.1% | |
| T. Rowe Price Associates, Inc. Retirement 2005 Fund 464 * T. Rowe Price Associates, Inc. Retirement 2010 Fund | — | — | — | $117K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Gnma Fund Admiral | — | — | — | $66K | <0.1% | |
| T. Rowe Price Associates, Inc. T Rowe Price Retire Bal Inv | — | — | — | $41K | <0.1% |
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