How big is Southwest Orthopaedic Specialists, PLLC's plan?

Southwest Orthopaedic Specialists, PLLC's plan reported $3.1M in assets and 108 participants for 2024.

Original filing (PDF)20260205134419NAL0005102625001

Southwest Orthopaedic Specialists, PLLC

Name: Southwest Orthopaedic Specialists, PLLC — Form 5500 Plan 002 (2024)
Creator: Southwest Orthopaedic Specialists, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOS Retirement Savings Plan

401(k) retirement plan · Southwest Orthopaedic Specialists, PLLC's SOS Retirement Savings Plan held $3.1M in plan assets for 108 participants in 2024.

Signals · 1

Late filing · 2.6 mo

Active participants

108

Accounts w/ balance

126

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Joe Streich signed Southwest Orthopaedic Specialists, PLLC's 2024 Form 5500 as plan administrator.

Joe Streich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southwest Orthopaedic Specialists, PLLC's EIN is 73-1484782.

EIN 73-1484782

Plan number 002

Plan year 2024

ACK ID 20260205134419NAL0005102625001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Orthopaedic Specialists, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Orthopaedic Specialists, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST ORTHOPAEDIC SPECIALISTS, PLLC.

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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