Original filing (PDF)20251014082928NAL0003428528001

ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A.

Name: ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. — ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A.

Form 5500

FILING_RECEIVED

ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

107

Accounts w/ balance

120

Plan assets (EOY)

$27.7M

Net assets (EOY)

$27.7M

How this plan invests

This plan

74 pooled trusts

Schedule D

2 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A..

Plan sponsor

Name

ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A.

EIN

65-0452574

Address

600 S. PINE ISLAND ROAD, SUITE 405 · PLANTATION, FL · 33324

Phone

(954) 473-6344

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

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	13-5674085	—	INVESTMENT ADVISORY	$20K	—
MARGAN STANLEY	20-8764829

Investments

2 direct securities · 74 pooled funds· $27.1M(98% 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.

Pooled Separate Account

$26.9M

74 holdings

Bonds / Notes

$195K

1 holding

Cash / Money Market

$15K

1 holding

					% of plan
MONEY MARKET FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$2.4M	8.5%
500 INDEX FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$2.2M	7.8%
JH MULTIMANAGER BALANCED LS JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$1.8M	6.4%
BLUE CHIP GROWTH FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$1.7M	6.2%
JH MULTIMANAGER GROWTH LS JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$1.1M	3.9%
MID VALUE FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$769K	2.8%
FIDELITY ADVISOR TOTAL BOND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$764K	2.8%
INTL EQUITY INDEX FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$728K	2.6%
FIDELITY NASDAQ COMPOSITE IDX JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$728K	2.6%
JPMORGAN U.S. EQUITY FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$696K	2.5%
JH MULTIMANAGER 2035 LIFETIME JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$670K	2.4%
WASHINGTON MUTUAL INVESTORS JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$668K	2.4%
MID CAP INDEX FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$656K	2.4%
T. ROWE PRICE HEALTH SCI JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$623K	2.2%
PARNASSUS VALUE EQUITY FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$593K	2.1%
STRATEGIC INCOME OPP FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$584K	2.1%
JH MULTIMANAGER 2040 LIFETIME JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$537K	1.9%
HIGH YIELD FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$527K	1.9%
PIMCO ALL ASSET JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$501K	1.8%
ROYCE SMALL-CAP OPPORTUNITY JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$493K	1.8%
VANGUARD SHORT-TERM FEDERAL JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$461K	1.7%
INVESCO DEVELOPING MARKETS JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$459K	1.7%
JH MULTIMANAGER AGGRESSIVE LS JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$457K	1.6%
JOHN HANCOCK INTL GROWTH JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$444K	1.6%
JH MULTIMANAGER 2045 LIFETIME JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$426K	1.5%
HARTFORD SCHRODERS US MID CAP JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$394K	1.4%
TOTAL BOND MARKET FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$381K	1.4%
T. ROWE PRICE EQUITY INC JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$376K	1.4%
INVESCO GLOBAL FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$365K	1.3%
T. ROWE PRICE SML CAP VAL JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$352K	1.3%
VANGUARD ENERGY FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$294K	1.1%
LOOMIS SAYLES GBL ALLOCATION JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$272K	1.0%
AF THE GROWTH FUND OF AMERICA JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$263K	0.9%
JOHN HANCOCK DISCIPLINED VALUE JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$251K	0.9%
TEMPLETON FOREIGN SMALLER CO JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$246K	0.9%
JH MULTIMANAGER 2050 LIFETIME JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$228K	0.8%
SMALL CAP INDEX FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$207K	0.7%
JH MULTIMANAGER 2030 LIFETIME JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$197K	0.7%
Notes receivable from participants Bearing interest at 4.25%-10.50% -	Bonds / Notes	—	—	$195K	0.7%
FRANKLIN MUTUAL BEACON FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$186K	0.7%
VANGUARD EXPLORER FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$184K	0.7%
VANGUARD SMALL CAP VALUE INDEX JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$176K	0.6%
JPMORGAN MIDCAP VALUE FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$175K	0.6%
DFA U.S. SMALL CAP FUND JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$171K	0.6%
COHEN & STEERS REAL ESTATE JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$124K	0.4%
AMERICAN CENTURY HERITAGE JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$119K	0.4%
JH MULTIMANAGER 2055 LIFETIME JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$117K	0.4%
MUTUAL GLOBAL DISCOVERY JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$114K	0.4%
JH MULTIMANAGER 2025 LIFETIME JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$111K	0.4%
JH MULTIMANAGER MODERATE LS JOHN HNACOCK NEW YORK · EIN 13-3646501 / PN 001	Pooled Separate Account	—	—	$103K	0.4%