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Original filing (PDF)20251015154815NAL0002578835001
ORTHOARKANSAS, P.A.
Form 5500
FILING_RECEIVED
ORTHOARKANSAS, P.A. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
35% in single holding
Active participants
312
Accounts w/ balance
537
Plan assets (EOY)
$61.1M
Net assets (EOY)
$61.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Multiple issuers" is 35% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOARKANSAS, P.A..
Plan sponsor
Name
ORTHOARKANSAS, P.A.
EIN
71-0485626
Address
800 FAIR PARK BLVD · LITTLE ROCK, AR · 72204
Phone
(501) 500-3500
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FROST, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO | 36-3492086 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | — | SPRINGFIELD, MO | ADVISOR | $13K | — |
Investments
29 direct securities · 3 pooled funds· $58.7M(96% 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.
Uncategorized
$57.1M
29 holdings
Common Collective Trust
$1.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Multiple issuers | — | — | — | $20.5M | 33.5% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $4.7M | 7.8% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $3.0M | 4.9% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $2.8M | 4.6% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $2.7M | 4.5% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $2.4M | 3.9% | |
| Undiscovered Managers Behavioral Value Fund | — | — | — | $2.3M | 3.8% | |
| Emerald Growth Institutional Fund | — | — | — | $2.3M | 3.8% | |
| Payden Corporate Bond Fund | — | — | — | $2.1M | 3.5% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $1.8M | 3.0% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $1.7M | 2.8% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $1.6M | 2.6% | |
| Lazard International Strategic Equity Fund | — | — | — | $1.2M | 2.0% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $1.1M | 1.8% | |
| RBC Emerging Market Equity | — | — | — | $1.1M | 1.8% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $1.1M | 1.8% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $969K | 1.6% | |
| Fidelity Total Market Index Fund | — | — | — | $957K | 1.6% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $772K | 1.3% | |
| Federated Hermes Government Obligation Tax-Managed Fund | — | — | — | $626K | 1.0% | |
| JP Morgan Mortgage Backed Securities | — | — | — | $616K | 1.0% | |
| GREAT GRAY CIT III FOR METLIFE GAC GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 094 | Common Collective Trust | — | — | $589K | 1.0% | |
| Fidelity Global ex US Index Fund | — | — | — | $388K | 0.6% | |
| Fidelity US Bond Index Fund | — | — | — | $370K | 0.6% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $261K | 0.4% | |
| Participant loans | — | — | — | $244K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $101K | 0.2% | |
| Artisan High Income Fund | — | — | — | $55K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $44K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $31K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $6K | <0.1% | |
| EAGLE MID CAP GROWTH CIT ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |