Original filing (PDF)20251015154046NAL0006641440001

VAIL-SUMMIT ORTHOPAEDICS, P.C.

Name: VAIL-SUMMIT ORTHOPAEDICS, P.C. — VAIL-SUMMIT ORTHOPAEDICS, PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VAIL-SUMMIT ORTHOPAEDICS, P.C.

Form 5500

FILING_RECEIVED

VAIL-SUMMIT ORTHOPAEDICS, PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VAIL-SUMMIT ORTHOPAEDICS, P.C..

Plan sponsor

Name

VAIL-SUMMIT ORTHOPAEDICS, P.C.

EIN

68-0501385

Address

1140 EDWARDS VILLAGE BLVD · SUITE B-105 · EDWARDS, CO · 81632

Phone

(970) 668-3633

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

2024-12-23

Filed

2025-10-15

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

DWC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD GROUP, INC.	23-1945930	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ORGEL WEALTH MANAGEMENT	46-2793932	ALTOONA, WI	INVESTMENT ADVISORY	$0	—

Investments

1 pooled fund· $0

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.