How big is Southeast Orthopedic Specialists, LLC's plan?

Southeast Orthopedic Specialists, LLC's plan reported $25.4M in assets and 148 participants for 2024.

Original filing (PDF)20251015170143NAL0002673315001

Southeast Orthopedic Specialists, LLC

Name: Southeast Orthopedic Specialists, LLC — Southeast, Form 5500 (2024)
Creator: Southeast Orthopedic Specialists, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southeast Orthopedic Specialists 401(k) Plan and Trust

401(k) retirement plan · Southeast Orthopedic Specialists, LLC's Southeast Orthopedic Specialists 401(k) Plan and Trust held $25.4M in plan assets for 148 participants in 2024, with Voya as recordkeeper.

Signals · 1

Late participant contributions

Active participants

148

Accounts w/ balance

198

Plan assets (EOY)

$25.4M

Net assets (EOY)

$25.4M

Plan identifiers

Southeast Orthopedic Specialists, LLC's EIN is 59-3696338.

EIN 59-3696338

Plan number 002

Plan year 2024

ACK ID 20251015170143NAL0002673315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeast Orthopedic Specialists, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Orthopedic Specialists, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC.

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 160K (7% of contributions).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC

EIN

all filings

Address

6800 SOUTHPOINT PARKWAY · SUITE 300 · JACKSONVILLE, FL · 32216

Phone

(904) 634-0640

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE AND ANNUI	71-0294708	—	SERVICE PROVIDER	$3K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS	82-1434504	—	INVESTMENT PROVIDER	$46K	—

Investments

32 direct securities · 1 pooled fund· $48.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$23.7M

1 holding

Pooled Separate Accounts

$23.7M

29 holdings

Guaranteed Income / GIC

$947K

1 holding

Bonds / Notes

$44K

1 holding

Cash / Money Market

$7K

1 holding

					% of plan
VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND AUNNITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$23.7M	93.5%
Vangrd 500 Index Fund Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3.5M	14.0%
Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3.2M	12.5%
Vangrd Trgt Retire 2050 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3.0M	11.8%
Vangrd Trgt Retire 2045 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2.3M	8.9%
Vangrd Trgt Retire 2035 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2.1M	8.3%
Vangrd Trgt Retire 2040 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.5M	5.7%
Vangrd Tot Int Stk In F Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.4M	5.4%
(1) Guaranteed investment contract	Guaranteed Income / GIC	—	—	$947K	3.7%
American Funds Growth Fnd R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$796K	3.1%
Vangrd Trgt Retire 2055 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$747K	2.9%
Vangrd Trgt Retire 2030 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$656K	2.6%
Vangrd Mid-Cap Index Fund Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$606K	2.4%
Vangrd Tot Bd Mkt Ind Fd Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$563K	2.2%
DFA Emerging Markets Pt Ins Pooled Separate Accounts	Pooled Separate Accounts	—	—	$468K	1.8%
DFA Infl-Prot Sec Port Ins Pooled Separate Accounts	Pooled Separate Accounts	—	—	$402K	1.6%
Vangrd Trgt Retire 2060 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$399K	1.6%
Vangrd Trgt Retire 2020 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$318K	1.3%
American Funds Wash Mutual R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$304K	1.2%
Vangrd Trgt Retire 2025 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$268K	1.1%
ClrBrg SmCp Grw Fd IS Pooled Separate Accounts	Pooled Separate Accounts	—	—	$251K	1.0%
Vangrd Small-Cap Index Fnd Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$243K	1.0%
DFA Real Estate Secs Port Ins Pooled Separate Accounts	Pooled Separate Accounts	—	—	$161K	0.6%
DFA US Targeted Vl Port Ins Pooled Separate Accounts	Pooled Separate Accounts	—	—	$156K	0.6%
Inv Global Fd R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$138K	0.5%
AmCen Mid Cap Value Fund R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$129K	0.5%
Eaton Vance Inc Fd of Bstn R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$87K	0.3%
Vangrd Balanced Index Fnd Adm Pooled Separate Accounts	Pooled Separate Accounts	—	—	$55K	0.2%
Participant loans receivable Interest rates at 9.5%	Bonds / Notes	—	—	$44K	0.2%
Inv Opp Intl Growth R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$31K	0.1%
Eaton Vance Atl Cp SMIDCp F R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$23K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct) Money Market	Cash / Money Market	—	—	$7K	<0.1%
Vangrd Trgt Retire 2065 Fd Pooled Separate Accounts	Pooled Separate Accounts	—	—	$4K	<0.1%