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Original filing (PDF)20251014153938NAL0003185841001
MSK GROUP, PC DBA ORTHOSOUTH
Form 5500
FILING_RECEIVED
ORTHOSOUTH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 3
59% in single holdingNo recordkeeper disclosed9 service providers
Active participants
526
Accounts w/ balance
511
Plan assets (EOY)
$92.8M
Net assets (EOY)
$92.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Various Brokerage Accounts" is 59% of plan.
- 40 bps in Schedule C fees — 147% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSK GROUP, PC DBA ORTHOSOUTH.
Plan sponsor
Name
MSK GROUP, PC DBA ORTHOSOUTH
EIN
62-0819926
Address
6077 PRIMACY PARKWAY, SUITE 140 · MEMPHIS, TN · 38119
Phone
(901) 259-1600
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
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)
Audit & trust (Schedule H)
Auditor
REYNOLDS, BONE & BRIESBECK, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J P MORGAN SECURITIES LLC | 13-4110995 | NEW YORK, NY | RIA | $0 | — |
Broker
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 56-1281193 | ST. PETERSBURG, FL | BROKER | $84K | — |
| DIVERSIFIED TRUST COMPANY, INC. | 62-1554452 | MEMPHIS, TN | BROKER | $47K | — |
| CHARLES SCHWAB & COMPANY, INC. | 94-1737782 | SAN FRANCISCO, CA | BROKER | $34K | — |
| JANNEY MONTGOMERY SCOTT | — | — | BROKER | $20K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | MEMPHIS, TN | BROKER | $20K | — |
| FTB ADVISORS, INC. | 62-0201385 | MEMPHIS, TN | BROKER | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | CONTRACT ADMINISTRATOR | $142K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP, INC. | 62-0842964 | MEMPHIS, TN | OTHER SERVICES | $0 | — |
Investments
31 direct securities· $91.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various Brokerage Accounts | — | — | — | $54.1M | 58.3% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | — | — | — | $6.8M | 7.3% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | — | — | — | $4.4M | 4.7% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | — | — | — | $3.4M | 3.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $3.0M | 3.2% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | — | — | — | $2.6M | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | — | — | — | $2.3M | 2.5% | |
| Brown Advisory Sustainable Growth Fund | — | — | — | $2.2M | 2.3% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | — | — | — | $2.0M | 2.2% | |
| Principal Guaranteed Option | — | — | — | $1.9M | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | — | — | — | $1.8M | 1.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | — | — | — | $1.5M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $913K | 1.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $902K | 1.0% | |
| The American Funds American Funds American Mutual Fund | — | — | — | $762K | 0.8% | |
| The American Funds American Funds Bond Fund of America | — | — | — | $661K | 0.7% | |
| Fidelity Investments Fidelity Advisor Stock Select Small Cap Fund | — | — | — | $581K | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund | — | — | — | $302K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $231K | 0.2% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund | — | — | — | $212K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | — | — | — | $149K | 0.2% | |
| PGIM High Yield Fund | — | — | — | $144K | 0.2% | |
| Lord Abbett Lord Abbett Short Duration Income Fund | — | — | — | $133K | 0.1% | |
| Fidelity Investments Fidelity Large Cap Value Index Fund | — | — | — | $78K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | — | — | — | $66K | <0.1% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $56K | <0.1% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | — | — | — | $45K | <0.1% | |
| Fidelity Investments Fidelity Emerging Market Index Fund | — | — | — | $35K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | — | — | — | $32K | <0.1% | |
| Fidelity Investments Fidelity Inflation-Protection Bond Index Fund | — | — | — | $27K | <0.1% | |
| American Century American Century Emerging Markets Fund | — | — | — | $20K | <0.1% |