How big is Texas Orthopaedic Advancements' plan?

Texas Orthopaedic Advancements' plan reported $1.8M in assets and 17 participants for 2024.

Original filing (PDF)20250613121908NAL0050241218001

Texas Orthopaedic Advancements

Name: Texas Orthopaedic Advancements — Texas Orthopaedic, Form 5500 (2024)
Creator: Texas Orthopaedic Advancements
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Orthopaedic Advancements 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Texas Orthopaedic Advancements' Texas Orthopaedic Advancements 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Lee ANN Morrisey signed Texas Orthopaedic Advancements' 2024 Form 5500 as plan administrator.

Lee ANN Morrisey — 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

Texas Orthopaedic Advancements' EIN is 76-0633415.

EIN 76-0633415

Plan number 001

Plan year 2024

ACK ID 20250613121908NAL0050241218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Texas Orthopaedic Advancements from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Orthopaedic Advancements' 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 TEXAS ORTHOPAEDIC ADVANCEMENTS.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off