Original filing (PDF)20260205134419NAL0005102625001

SOUTHWEST ORTHOPAEDIC SPECIALISTS, PLLC

Name: SOUTHWEST ORTHOPAEDIC SPECIALISTS, PLLC — SOS RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: SOUTHWEST ORTHOPAEDIC SPECIALISTS, PLLC

Form 5500-SF

FILING_RECEIVED

SOS RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

108

Accounts w/ balance

126

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWEST ORTHOPAEDIC SPECIALISTS, PLLC.

Plan sponsor

Name

SOUTHWEST ORTHOPAEDIC SPECIALISTS, PLLC

DBA

SOUTHWEST ORTHOPAEDIC & RECONSTRUCTIVE SPECIALISTS

EIN

73-1484782

Address

8100 S. WALKER · OKLAHOMA CITY, OK · 73139

Phone

(405) 632-4468

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-05

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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