Original filing (PDF)20251014214700NAL0004962288001

ORTHOPEDIC ASSOCIATES OF LONG ISLAND PHYSICIANS AND MEDICAL GROUP, PLL

Name: ORTHOPEDIC ASSOCIATES OF LONG ISLAND PHYSICIANS AND MEDICAL GROUP, PLL — PRECISIONCARE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC ASSOCIATES OF LONG ISLAND PHYSICIANS AND MEDICAL GROUP, PLL

Form 5500

FILING_RECEIVED

PRECISIONCARE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

247

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIC ASSOCIATES OF LONG ISLAND PHYSICIANS AND MEDICAL GROUP, PLL.

Plan sponsor

Name

ORTHOPEDIC ASSOCIATES OF LONG ISLAND PHYSICIANS AND MEDICAL GROUP, PLL

EIN

83-3095750

Address

6 TECHNOLOGY DRIVE - SUITE 100 · E. SETAUKET, NY · 11733

Phone

(631) 689-6698

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$9K	—

Investments

22 direct securities· $12.6M(100% of reported assets)

Other securities

$11.3M

18 holdings

U.S. Treasuries

$962K

1 holding

Bonds / Notes

$265K

1 holding

Participant loans

$31K

1 holding

Cash / Money Market

$150

1 holding

					% of plan
SPDE SandP 500 EFT	Other securities	—	—	$2.0M	15.7%
Technology Select Sector SPDR EFT	Other securities	—	—	$1.6M	12.7%
iShare Short-Term Corporate Bond EFT	Other securities	—	—	$962K	7.6%
iShares 1-3 Year Treasury Bond	U.S. Treasuries	—	—	$962K	7.6%
Schwab Bank Savings	Other securities	—	—	$830K	6.6%
Health Care Select Sector SPDR EFT	Other securities	—	—	$828K	6.6%
Financial Select Sector SPDR EFT	Other securities	—	—	$704K	5.6%
Consumer Discret Sel Sect SPDR EFT	Other securities	—	—	$627K	5.0%
SPDR SandP 600 Small Cap EFT	Other securities	—	—	$591K	4.7%
SPDR SandP MidCap 400 EFT	Other securities	—	—	$586K	4.7%
Industrial Select Sector SPDR EFT	Other securities	—	—	$518K	4.1%
Communications Services Select Sector SPDRETF	Other securities	—	—	$490K	3.9%
iShares MSCI ACWIex US EFT	Other securities	—	—	$466K	3.7%
Consumer Staples Select Sector SPDR EFT	Other securities	—	—	$349K	2.8%
Energy Select Sector SPDR EFT	Other securities	—	—	$320K	2.5%
iShare Floating Rate Bond	Bonds / Notes	—	—	$265K	2.1%
Utilities Select Sector SPDR EFT	Other securities	—	—	$172K	1.4%
Materials Select Sector SPDR EFT	Other securities	—	—	$161K	1.3%
PIMCO Enhanced Short Maturity Activity EFT	Other securities	—	—	$158K	1.3%
Participant Loans	Participant loans	—	—	$31K	0.2%
Forfeiture Account - Schwab Bank	Other securities	—	—	$1K	<0.1%
Uninvested Cash	Cash / Money Market	—	—	$150	<0.1%