How big is Orthosc, LLC's plan?

Orthosc, LLC's plan reported $26.0M in assets and 362 participants for 2024.

Original filing (PDF)20251015071654NAL0008437362001

Orthosc, LLC

Name: Orthosc, LLC — Orthosc, LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Orthosc, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Orthosc, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Orthosc, LLC's Orthosc, LLC 401(k) Profit Sharing Plan held $26.0M in plan assets for 362 participants in 2024, with Fidelity as recordkeeper.

Active participants

362

Accounts w/ balance

314

Plan assets (EOY)

$26.0M

Net assets (EOY)

$26.0M

People on this filing

Melissa McCorkle signed Orthosc, LLC's 2024 Form 5500 as plan administrator.

Melissa McCorkle — 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

Orthosc, LLC's EIN is 82-2962394.

EIN 82-2962394

Plan number 001

Plan year 2024

ACK ID 20251015071654NAL0008437362001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orthosc, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orthosc, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOSC, LLC.

Finding similar companies…

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

ORTHOSC, LLC

EIN

all filings

Address

210 VILLAGE CENTER BLVD. · STE 140 · MYRTLE BEACH, SC · 29579

Phone

(843) 353-3460

Industry

Offices of Physicians· Health Care & Social Assistance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$60K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	ADVISOR	$20K	—

Investments

30 direct securities· $26.0M(100% of reported assets)

Mutual Funds

$21.2M

21 holdings

Common Collective Trusts

$4.3M

5 holdings

Bonds / Notes

$300K

1 holding

Other securities

$170K

3 holdings

					% of plan
Fidelity Freedom® 2040 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$3.7M	14.1%
Participant Directed Investments * Fidelity® 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.5M	13.6%
Fidelity Freedom® 2045 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$3.5M	13.5%
Fidelity Freedom® 2050 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$3.4M	13.2%
Fidelity Freedom® 2035 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$2.5M	9.5%
Fidelity BrokerageLink Accounts Mutual Fund	Mutual Funds	—	—	$2.0M	7.7%
Fidelity® Blue Chip Growth K6 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	5.7%
Fidelity Freedom® 2030 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$911K	3.5%
Fidelity Freedom® 2055 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$832K	3.2%
Fidelity Freedom® 2025 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$438K	1.7%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$392K	1.5%
MFS International Diversification Fund Class R6 Mutual Fund	Mutual Funds	—	—	$366K	1.4%
Fidelity Freedom® 2020 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$345K	1.3%
American Funds American Mutual Fund® Class R6 Mutual Fund	Mutual Funds	—	—	$338K	1.3%
Fidelity Freedom® 2060 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$319K	1.2%
Vanguard Small Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$301K	1.2%
Notes Receivable from Particpants * Participant Loans (4.25% to 9.50%)	Bonds / Notes	—	—	$300K	1.2%
Fidelity® Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$261K	1.0%
Fidelity® Total Bond K6 Fund Mutual Fund	Mutual Funds	—	—	$247K	1.0%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$243K	0.9%
Janus Henderson Triton Fund Class N Mutual Fund	Mutual Funds	—	—	$197K	0.8%
Fidelity Freedom® 2065 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$124K	0.5%
Victory Sophus Emerging Markets Fund Class R6 Mutual Fund	Other securities	—	—	$118K	0.5%
DFA Intl Core Equity 1 Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$60K	0.2%
Fidelity® Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$57K	0.2%
Allspring Special Small Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$37K	0.1%
Fidelity Freedom® Income Fund Class K6 Mutual Fund	Mutual Funds	—	—	$18K	<0.1%
Allspring Special Mid Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$14K	<0.1%
Fidelity Freedom® 2015 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%