Original filing (PDF)20250923111132NAL0014619410001

SARASOTA ORTHOPEDIC ASSOCIATES, LLC DBA 360 ORTHOPEDICS

Name: SARASOTA ORTHOPEDIC ASSOCIATES, LLC DBA 360 ORTHOPEDICS — SARASOTA ORTHOPEDIC ASSOCIATES, LLC DBA 360 ORTHOPEDICS 401(K) PLAN, Form 5500 (2024)
Creator: SARASOTA ORTHOPEDIC ASSOCIATES, LLC DBA 360 ORTHOPEDICS

Form 5500-SF

FILING_RECEIVED

SARASOTA ORTHOPEDIC ASSOCIATES, LLC DBA 360 ORTHOPEDICS 401(K) PLAN

401(k) retirement plan

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARASOTA ORTHOPEDIC ASSOCIATES, LLC DBA 360 ORTHOPEDICS.

Plan sponsor

Name

SARASOTA ORTHOPEDIC ASSOCIATES, LLC DBA 360 ORTHOPEDICS

EIN

65-1025457

Address

5741 BEE RIDGE ROAD, SUITE 400 · SARASOTA, FL · 34233

Phone

(941) 951-2663

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator