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Original filing (PDF)20251008132505NAL0005907729001
BIOHORIZONS IMPLANT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
BIOHORIZONS IMPLANT SYSTEMS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
575
Accounts w/ balance
690
Plan assets (EOY)
$73.9M
Net assets (EOY)
$73.9M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 80% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOHORIZONS IMPLANT SYSTEMS, INC..
Plan sponsor
Name
BIOHORIZONS IMPLANT SYSTEMS, INC.
EIN
63-1163766
Address
2300 RIVERCHASE CENTER · BIRMINGHAM, AL · 35244
Phone
(205) 967-7880
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KASSOUF & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $128K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
Investments
37 direct securities· $72.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity Freedom Index 2045 Fund IPR | — | — | — | $9.4M | 12.7% | |
| Fidelity Management Trust Company Fidelity 500 Index | — | — | — | $7.9M | 10.7% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 Fund IPR | — | — | — | $6.7M | 9.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 Fund IPR | — | — | — | $6.2M | 8.4% | |
| Fidelity Management Trust Company Fidelity Contafund K6 | — | — | — | $4.9M | 6.6% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 Fund IPR | — | — | — | $4.5M | 6.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund IPR | — | — | — | $4.3M | 5.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 Fund IPR | — | — | — | $2.9M | 3.9% | |
| Fidelity Management Trust Company T. Rowe Price Blue Chip Growth I Fund | — | — | — | $2.2M | 3.0% | |
| Fidelity Management Trust Company Fidelity International Index | — | — | — | $2.1M | 2.8% | |
| Fidelity Management Trust Company Franklin Small-Mid Cap Growth Fund Class R6 | — | — | — | $1.8M | 2.4% | |
| Fidelity Management Trust Company American Funds Amerian Mutual Fund Class R6 | — | — | — | $1.8M | 2.4% | |
| Fidelity Management Trust Company Fidelity Government Money Market | — | — | — | $1.5M | 2.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 Fund IPR | — | — | — | $1.5M | 2.0% | |
| Fidelity Management Trust Company Fidelity Investment Grade Bond Fund | — | — | — | $1.4M | 1.9% | |
| Fidelity Management Trust Company Fidelity Balanced Fund Class K | — | — | — | $1.4M | 1.9% | |
| Fidelity Management Trust Company Fidelity International Discovery Fund Class K | — | — | — | $1.3M | 1.8% | |
| Fidelity Management Trust Company Franklin DynaTech Fund Class R6 | — | — | — | $1.3M | 1.7% | |
| Interest rates from 3.25% to 9.50%, varying maturities - | — | — | — | $1.1M | 1.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 Fund IPR | — | — | — | $1.0M | 1.4% | |
| Fidelity Management Trust Company Fidelity Small Cap Index | — | — | — | $958K | 1.3% | |
| Fidelity Management Trust Company Fidelity Mid Cap Index | — | — | — | $950K | 1.3% | |
| Fidelity Management Trust Company Loard Abbett Development Growth Fund Class R6 | — | — | — | $901K | 1.2% | |
| Fidelity Management Trust Company Fidelity Low-Priced Stock Fund Class K | — | — | — | $737K | 1.0% | |
| Fidelity Management Trust Company PIMCO RAE US Small Fund Institutional Class | — | — | — | $526K | 0.7% | |
| Fidelity Management Trust Company Self-directed brokerage accounts | — | — | — | $511K | 0.7% | |
| Fidelity Management Trust Company Calvert US Large Cap Core Responsible Index Fund Class R6 | — | — | — | $493K | 0.7% | |
| Fidelity Management Trust Company Oakmark Fund Insitutional Class | — | — | — | $475K | 0.6% | |
| Fidelity Management Trust Company Fidelity Value Fund Class K | — | — | — | $358K | 0.5% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 Fund IPR | — | — | — | $323K | 0.4% | |
| Fidelity Management Trust Company PIMCO CommoditiesPLUS Strategy Fund | — | — | — | $297K | 0.4% | |
| Fidelity Management Trust Company Fidelity Inflation Protected Bond Index | — | — | — | $289K | 0.4% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 Fund IPR | — | — | — | $281K | 0.4% | |
| Fidelity Management Trust Company DFA Real Estate Securities Portfolio Institutional Class | — | — | — | $213K | 0.3% | |
| Fidelity Management Trust Company Fidelity Four In One Index | — | — | — | $58K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 Fund IPR | — | — | — | $31K | <0.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income Fund IPR | — | — | — | $29K | <0.1% |