How big is Chattanooga Orthopaedic Group P.C.'s plan?

Chattanooga Orthopaedic Group P.C.'s plan reported $51.8M in assets and 419 participants for 2023.

Original filing (PDF)20250516094611NAL0020213217001

Chattanooga Orthopaedic Group P.C.

Name: Chattanooga Orthopaedic Group P.C. — Chattanooga, Form 5500 (2023)
Creator: Chattanooga Orthopaedic Group P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Chattanooga Orthopaedic Group P.C.'s Chattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing Plan held $51.8M in plan assets for 419 participants in 2023, with Empower as recordkeeper.

Active participants

419

Accounts w/ balance

472

Plan assets (EOY)

$51.8M

Net assets (EOY)

$51.8M

People on this filing

ELLA Cowden signed Chattanooga Orthopaedic Group P.C.'s 2023 Form 5500 as plan administrator.

ELLA Cowden — 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

Chattanooga Orthopaedic Group P.C.'s EIN is 62-0988417.

EIN 62-0988417

Plan number 001

Plan year 2023

ACK ID 20250516094611NAL0020213217001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Chattanooga Orthopaedic Group P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Chattanooga Orthopaedic Group P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

CHATTANOOGA ORTHOPAEDIC GROUP P.C.

EIN

all filings

Address

2415 MCCALLIE AVENUE · CHATTANOOGA, TN · 37404

Phone

(423) 697-8740

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-05-16

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$60K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$13K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

37 direct securities · 1 pooled fund· $52.9M(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.

Mutual Funds

$44.1M

29 holdings

Common Collective Trusts

$5.3M

2 holdings

Other securities

$1.7M

4 holdings

Common Collective Trust

$1.1M

1 holding

U.S. Treasuries

$662K

2 holdings

					% of plan
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$5.8M	11.1%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$5.6M	10.8%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$5.5M	10.6%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$5.2M	10.0%
Fidelity 500 Index	Common Collective Trusts	—	—	$4.2M	8.1%
Fidelity Large Cap Growth Index	Mutual Funds	—	—	$2.9M	5.6%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$2.0M	3.8%
Fidelity Large Cap Value Index	Mutual Funds	—	—	$1.9M	3.7%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$1.9M	3.7%
Fidelity Mid Cap Index	Mutual Funds	—	—	$1.8M	3.6%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$1.2M	2.3%
Common-collective trusts Great Gray Trust International Equity Fund Fee Class R1	Common Collective Trusts	—	—	$1.1M	2.1%
INTERNATIONAL EQUI FND FEE CLASSR1 GREAT GRAY · EIN 38-4139853 / PN 001	Common Collective Trust	—	—	$1.1M	2.1%
Fidelity Small Cap Index	Mutual Funds	—	—	$1.1M	2.1%
Fidelity International Index	Mutual Funds	—	—	$925K	1.8%
Vanguard Small Cap Value Index Adm	Mutual Funds	—	—	$859K	1.7%
Fidelity Emerging Markets Index	Mutual Funds	—	—	$852K	1.6%
Vanguard Interm-Term Bond Index Adm	Mutual Funds	—	—	$827K	1.6%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$808K	1.6%
Vanguard Health Care Index Adm	Mutual Funds	—	—	$802K	1.5%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$767K	1.5%
State Street State Street Aggregate Bond Index K	Other securities	—	—	$700K	1.4%
Vanguard Mid Cap Growth Index Adm	Mutual Funds	—	—	$680K	1.3%
Vanguard Inflation-Protected Securities Adm	Mutual Funds	—	—	$649K	1.3%
Guaranteed interest account * Great-West Key Guaranteed Portfolio Fund	Other securities	—	—	$610K	1.2%
Vanguard High-Yield Corporate Adm	Mutual Funds	—	—	$542K	1.0%
Fidelity Intermediate Treasury Bond Idx	U.S. Treasuries	—	—	$349K	0.7%
Lord Abbett Bond Debenture R6	U.S. Treasuries	—	—	$313K	0.6%
DFA International Core Equity I	Mutual Funds	—	—	$310K	0.6%
Vanguard Small Cap Growth Index Adm	Mutual Funds	—	—	$296K	0.6%
PIMCO Total Return Instl	Mutual Funds	—	—	$279K	0.5%
Vanguard Total International Bond Index Adm	Mutual Funds	—	—	$277K	0.5%
with various maturity dates	Other securities	—	—	$237K	0.5%
Vanguard Mid Cap Value Index Adm	Mutual Funds	—	—	$234K	0.5%
Blackrock Total Return Instl	Other securities	—	—	$180K	0.3%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$125K	0.2%
Lord Abbett High Yield R6	Mutual Funds	—	—	$17K	<0.1%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$12K	<0.1%