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Original filing (PDF)20251014113142NAL0001308451001
ORTHOFIX US LLC
Form 5500
FILING_RECEIVED
ORTHOFIX 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,277
Accounts w/ balance
1,651
Plan assets (EOY)
$152.6M
Net assets (EOY)
$152.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOFIX US LLC.
Plan sponsor
Name
ORTHOFIX US LLC
EIN
75-2068036
Address
3451 PLANO PARKWAY · LEWISVILLE, TX · 75056
Phone
(214) 937-2000
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $43K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | NEW CASTLE, PA | ATTORNEY | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | OTHER | $51K | — |
Investments
29 direct securities· $152.6M(100% of reported assets)
Uncategorized
$128.1M
27 holdings
Mutual Funds
$20.7M
1 holding
Guaranteed Income / GIC
$3.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 R6 N/R | Mutual Funds | — | — | $20.7M | 13.6% | |
| Nuveen Lifecycle Index 2045 R6 N/R | — | — | — | $19.1M | 12.5% | |
| Nuveen Lifecycle Index 2050 R6 N/R | — | — | — | $15.2M | 10.0% | |
| Fidelity Investments FIDELITY 500 INDEX N/R | — | — | — | $14.8M | 9.7% | |
| Nuveen Lifecycle Index 2035 R6 N/R | — | — | — | $14.7M | 9.6% | |
| Nuveen Lifecycle Index 2030 R6 N/R | — | — | — | $11.8M | 7.7% | |
| Nuveen Lifecycle Index 2025 R6 N/R | — | — | — | $9.3M | 6.1% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $9.0M | 5.9% | |
| Nuveen Lifecycle Index 2055 R6 N/R | — | — | — | $7.6M | 5.0% | |
| Nuveen Lifecycle Index 2060 R6 N/R | — | — | — | $4.8M | 3.2% | |
| * Empower Annuity Insurance Key Guaranteed Portfolio N/R | Guaranteed Income / GIC | — | — | $3.8M | 2.5% | |
| Fidelity Mid Cap Index N/R | — | — | — | $3.4M | 2.2% | |
| Vanguard Small Cap Index Admiral N/R | — | — | — | $3.2M | 2.1% | |
| Company of America * Participants Loans Interest rates: 4.25% - 10.50% $0 | — | — | — | $2.5M | 1.7% | |
| Hartford Dividend and Growth R6 N/R | — | — | — | $2.0M | 1.3% | |
| Nuveen Lifecycle Index 2020 R6 N/R | — | — | — | $1.8M | 1.2% | |
| MFS International Growth R6 N/R | — | — | — | $1.7M | 1.1% | |
| Nuveen Lifecycle Index 2065 R6 N/R | — | — | — | $1.5M | 1.0% | |
| Fidelity International Index N/R | — | — | — | $1.2M | 0.8% | |
| PIMCO Income INSTL N/R | — | — | — | $1.2M | 0.8% | |
| Fidelity Advison Total Bond Z N/R | — | — | — | $1.1M | 0.7% | |
| Nuveen Lifecycle Index 2010 R6 N/R | — | — | — | $678K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z N/R | — | — | — | $615K | 0.4% | |
| Nuveen Lifecycle Index 2015 R6 N/R | — | — | — | $320K | 0.2% | |
| JP Morgan JP Morgan Mid Cap Growth R6 N/R | — | — | — | $192K | 0.1% | |
| Vanguard Health Care Index Admiral N/R | — | — | — | $151K | <0.1% | |
| Baron Small Cap R6 N/R | — | — | — | $139K | <0.1% | |
| Vanguard Small Cap Value Index Admiral N/R | — | — | — | $80K | <0.1% | |
| Allspring Special Mid Cap Value R6 N/R | — | — | — | $12K | <0.1% |