Original filing (PDF)20251015144709NAL0002477715001

PALM BEACH ORTHOPAEDIC INSTITUTE, P.A.

Name: PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. — PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: PALM BEACH ORTHOPAEDIC INSTITUTE, P.A.

Form 5500

FILING_RECEIVED

PALM BEACH ORTHOPAEDIC INSTITUTE, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALM BEACH ORTHOPAEDIC INSTITUTE, P.A..

Plan sponsor

Name

PALM BEACH ORTHOPAEDIC INSTITUTE, P.A.

EIN

65-0327403

Address

4215 BURNS ROAD · SUITE 100 · PLAM BEACH GARDENS, FL · 33410

Phone

(561) 694-7776

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

2025-10-15

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)

2S · Automatic enrollment

2A · Age/service weighted or new comparability

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$12K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
NA FALCONE & ASSOCIATES INC	23-2773128	—	ACTUARY	$6K	—

Investments

1 pooled fund· $153K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.