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Original filing (PDF)20251015150419NAL0010261394001
BOULDERCENTRE FOR ORTHOPEDICS, P.C.
Form 5500
FILING_RECEIVED
BOULDERCENTRE FOR ORTHOPEDICS, P.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
128
Accounts w/ balance
157
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Self-Directed Brokerage Accounts Brokerage Account" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOULDERCENTRE FOR ORTHOPEDICS, P.C..
Plan sponsor
Name
BOULDERCENTRE FOR ORTHOPEDICS, P.C.
EIN
84-0614901
Address
4740 PEARL PARKWAY, SUITE 200 · BOULDER, CO · 80301
Phone
(303) 449-2730
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
METZ CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
31 direct securities · 3 pooled funds· $13.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.3M
31 holdings
Common Collective Trust
$788K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Brokerage Account | — | — | — | $3.6M | 27.2% | |
| Fidelity Freedom Index 2045 Fund - Premier Mutual Fund | — | — | — | $1.9M | 14.2% | |
| Fidelity Freedom Index 2050 Fund - Premier Mutual Fund | — | — | — | $1.2M | 9.4% | |
| Fidelity Freedom Index 2035 Fund - Premier Mutual Fund | — | — | — | $1.0M | 7.9% | |
| Fidelity Freedom Index 2040 Fund - Premier Mutual Fund | — | — | — | $576K | 4.4% | |
| Fidelity Freedom Index 2030 Fund - Premier Mutual Fund | — | — | — | $540K | 4.1% | |
| AB US LARGE CAP GROWTH W SERS CL U GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $514K | 3.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $406K | 3.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $399K | 3.0% | |
| Putnam Large Cap Value Fund - R6 Mutual Fund | — | — | — | $369K | 2.8% | |
| Fidelity Freedom Index 2055 Fund - Premier Mutual Fund | — | — | — | $365K | 2.8% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $313K | 2.4% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $258K | 2.0% | |
| Fidelity Emerging Markets Fund - K Mutual Fund | — | — | — | $202K | 1.5% | |
| CARILLON EAGLE MID CAP GROWTH CIT C ALTA TRUST · EIN 83-0524193 / PN 005 | Common Collective Trust | — | — | $190K | 1.5% | |
| American Century Small Cap Growth Fund - R6 Mutual Fund | — | — | — | $166K | 1.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $157K | 1.2% | |
| Fidelity Freedom Index 2060 Fund - Premier Mutual Fund | — | — | — | $155K | 1.2% | |
| Undiscovered Managers Behavioral Value Fund - R6 Mutual Fund | — | — | — | $123K | 0.9% | |
| Empower Key Guaranteed Portfolio Fully benefit-responsive investment contract | — | — | — | $110K | 0.8% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund | — | — | — | $104K | 0.8% | |
| PGIM TOTAL RETURN BOND FUND CIT FEE GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $84K | 0.6% | |
| Victory Sycamore Established Value Fund - R6 Mutual Fund | — | — | — | $84K | 0.6% | |
| Fidelity Freedom Index 2025 Fund - Premier Mutual Fund | — | — | — | $67K | 0.5% | |
| PGIM Global Total Return Fund - R6 Mutual Fund | — | — | — | $49K | 0.4% | |
| PIMCO Income Fund Institutional Mutual Fund | — | — | — | $47K | 0.4% | |
| MFS International Equity Fund - R6 Mutual Fund | — | — | — | $39K | 0.3% | |
| Cohen & Steers Realty Shares Fund - Z Mutual Fund | — | — | — | $35K | 0.3% | |
| Fidelity Freedom Index 2015 Fund - Premier Mutual Fund | — | — | — | $19K | 0.1% | |
| Fidelity Freedom Index 2020 Fund - Premier Mutual Fund | — | — | — | $15K | 0.1% | |
| Fidelity Freedom Index 2065 Fund - Premier Mutual Fund | — | — | — | $10K | <0.1% | |
| Blackrock High Yield Bond Portfolio Fund - K Mutual Fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index Income Fund - Premier Mutual Fund | — | — | — | $9K | <0.1% | |
| Participant Loans Interest rates from 8.50 % to 9.50% | — | — | — | $7K | <0.1% |
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