How big is MSK Group, PC DBA Orthosouth's plan?

MSK Group, PC DBA Orthosouth's plan reported $92.8M in assets and 526 participants for 2024.

Original filing (PDF)20251014153938NAL0003185841001

MSK Group, PC DBA Orthosouth

Name: MSK Group, PC DBA Orthosouth — Orthosouth 401(k), Form 5500 (2024)
Creator: MSK Group, PC DBA Orthosouth
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Orthosouth 401(k) Profit Sharing Plan

401(k) retirement plan · MSK Group, PC DBA Orthosouth's Orthosouth 401(k) Profit Sharing Plan held $92.8M in plan assets for 526 participants in 2024, with Principal as recordkeeper.

Signals · 4

Late participant contributions59% in single holdingSelf-directed brokerage offered9 service providers

Active participants

526

Accounts w/ balance

511

Plan assets (EOY)

$92.8M

Net assets (EOY)

$92.8M

People on this filing

Kimble Jenkins signed MSK Group, PC DBA Orthosouth's 2024 Form 5500 as plan administrator.

Kimble Jenkins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MSK Group, PC DBA Orthosouth's EIN is 62-0819926.

EIN 62-0819926

Plan number 001

Plan year 2024

ACK ID 20251014153938NAL0003185841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MSK Group, PC DBA Orthosouth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MSK Group, PC DBA Orthosouth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MSK GROUP, PC DBA ORTHOSOUTH.

Finding similar companies…

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

Average plan with room to improve

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) — 19K (0% of contributions).
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

MSK GROUP, PC DBA ORTHOSOUTH

EIN

all filings

Address

6077 PRIMACY PARKWAY, SUITE 140 · MEMPHIS, TN · 38119

Phone

(901) 259-1600

Industry

Offices of Physicians· Health Care & Social Assistance

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)

Service providers (Schedule C)

9 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	DES MOINES, IA	CONTRACT ADMINISTRATOR	$142K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
J P MORGAN SECURITIES LLC

Investments

31 direct securities· $91.2M(98% of reported assets)

Self-Directed Brokerage

$54.1M

1 holding

Mutual Funds

$27.4M

16 holdings

Common Collective Trusts

$5.4M

9 holdings

Other securities

$4.3M

5 holdings

					% of plan
Various Brokerage Accounts	Self-Directed Brokerage	—	—	$54.1M	58.3%
Fidelity Investments Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$6.8M	7.3%
Fidelity Investments Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$4.4M	4.7%
Fidelity Investments Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$3.4M	3.6%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$3.0M	3.2%
Fidelity Investments Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$2.6M	2.9%
Fidelity Investments Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$2.3M	2.5%
Brown Advisory Sustainable Growth Fund	Other securities	—	—	$2.2M	2.3%
Fidelity Investments Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$2.0M	2.2%
Principal Guaranteed Option	Other securities	—	—	$1.9M	2.1%
Fidelity Investments Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$1.8M	1.9%
Fidelity Investments Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$1.5M	1.6%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$913K	1.0%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$902K	1.0%
The American Funds American Funds American Mutual Fund	Mutual Funds	—	—	$762K	0.8%
The American Funds American Funds Bond Fund of America	Mutual Funds	—	—	$661K	0.7%
Fidelity Investments Fidelity Advisor Stock Select Small Cap Fund	Mutual Funds	—	—	$581K	0.6%
Fidelity Investments Fidelity Freedom Index 2010 Fund	Mutual Funds	—	—	$302K	0.3%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$231K	0.2%
Fidelity Investments Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$212K	0.2%
Fidelity Investments Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$149K	0.2%
PGIM High Yield Fund	Other securities	—	—	$144K	0.2%
Lord Abbett Lord Abbett Short Duration Income Fund	Mutual Funds	—	—	$133K	0.1%
Fidelity Investments Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$78K	<0.1%
Fidelity Investments Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$66K	<0.1%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$56K	<0.1%
Cohen & Steers Cohen & Steers Realty Shares Fund	Other securities	—	—	$45K	<0.1%
Fidelity Investments Fidelity Emerging Market Index Fund	Common Collective Trusts	—	—	$35K	<0.1%
Fidelity Investments Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$32K	<0.1%
Fidelity Investments Fidelity Inflation-Protection Bond Index Fund	Common Collective Trusts	—	—	$27K	<0.1%
American Century American Century Emerging Markets Fund	Other securities	—	—	$20K	<0.1%

1–31 of 31

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$31.3M American Funds (Capital Group)$1.4M Prudential / PGIM$144K Lord Abbett$133K American Century$20K

Related plans

Other plans using Principal Life Insurance Company

Board of Trustees of the I.A.M. National Pension Fund

IAM National Pension Fund

$15.0B · 102,863 participants

Chevron Corporation

Chevron Master Pension Trust

$12.2B

American Express Company and Its Participating Subsidiaries

American Express Retirement Savings Plan

$9.1B · 25,049 participants

LOWE'S Companies, Inc.

Lowes 401(k) Plan

$8.6B · 263,650 participants

HDR, Inc.

HDR, Inc. Best Plan and ESOP

$7.7B · 12,137 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

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	—