How big is Southern Orthodontic Partners Management, LLC's plan?

Southern Orthodontic Partners Management, LLC's plan reported $30.1M in assets and 925 participants for 2024.

Original filing (PDF)20251103104447NAL0005510931001

Southern Orthodontic Partners Management, LLC

Name: Southern Orthodontic Partners Management, LLC — Form 5500 Plan 001 (2024)
Creator: Southern Orthodontic Partners Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Southern Orthodontic Partners 401(k) Plan

401(k) retirement plan · Southern Orthodontic Partners Management, LLC's Southern Orthodontic Partners 401(k) Plan held $30.1M in plan assets for 925 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Late participant contributions

Active participants

925

Accounts w/ balance

606

Plan assets (EOY)

$30.1M

Net assets (EOY)

$30.1M

People on this filing

Emily Leonard signed Southern Orthodontic Partners Management, LLC's 2024 Form 5500 as plan administrator.

Emily Leonard — 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

Southern Orthodontic Partners Management, LLC's EIN is 84-1833465.

EIN 84-1833465

Plan number 001

Plan year 2024

ACK ID 20251103104447NAL0005510931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Orthodontic Partners Management, LLC's 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 SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC.

Finding similar companies…

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 9K (0% of contributions).
Total administrative cost in the bottom quartile of peers (15th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

SOUTHERN ORTHODONTIC PARTNERS MANAGEMENT, LLC

EIN

all filings

Address

333 11TH AVENUE SOUTH · SUITE 520 · NASHVILLE, TN · 37203

Phone

(615) 505-3735

Industry

Law Offices· Professional & Technical Services

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

2025-11-03

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS	—	CHICAGO, IL	THIRD PARTY ADMINISTRATO	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACCESS RETIREMENT SERVICES, LLC	62-1700633	HENDERSONVILLE, TN	THIRD PARTY ADMINISTRATO	$0	—

Investments

37 direct securities· $28.5M(95% of reported assets)

Other securities

$22.4M

27 holdings

Common Collective Trusts

$4.1M

2 holdings

Mutual Funds

$1.7M

7 holdings

Common Stocks

$325K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.9M	12.9%
Vangrd Trgt Retire 2035 Fd Mutual Fund	Other securities	—	—	$3.2M	10.7%
Vangrd Trgt Retire 2030 Fd Mutual Fund	Other securities	—	—	$3.1M	10.4%
TRwPr Blue Chip Growth Fnd I Mutual Fund	Other securities	—	—	$2.2M	7.4%
Vangrd Trgt Retire 2050 Fd Mutual Fund	Other securities	—	—	$2.0M	6.6%
Vangrd Trgt Retire 2040 Fd Mutual Fund	Other securities	—	—	$1.7M	5.6%
Vangrd Trgt Retire 2045 Fd Mutual Fund	Other securities	—	—	$1.6M	5.4%
Vangrd Trgt Retire 2025 Fd Mutual Fund	Other securities	—	—	$1.3M	4.3%
JPMorgan Equity Income Fund R6 Mutual Fund	Other securities	—	—	$957K	3.2%
Vangrd Trgt Retire 2060 Fd Mutual Fund	Other securities	—	—	$841K	2.8%
Vangrd Dev Mkts Index Fd Adm Mutual Fund	Other securities	—	—	$816K	2.7%
Vangrd St-Trm Treasury Fnd Adm Mutual Fund	Other securities	—	—	$658K	2.2%
Vangrd LifeStrat Grw Fd Inv Mutual Fund	Other securities	—	—	$655K	2.2%
Vangrd Trgt Retire 2065 Fd Mutual Fund	Other securities	—	—	$541K	1.8%
Vangrd Int-Trm Bd Indx Fd Adm Mutual Fund	Other securities	—	—	$476K	1.6%
Vangrd Small-Cap Index Fnd Adm Mutual Fund	Other securities	—	—	$467K	1.6%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$438K	1.5%
Lord Abbett Bd Debenture Fd R6 Mutual Fund	Mutual Funds	—	—	$348K	1.2%
Voya Fixed Account Investment Contract	Other securities	—	—	$343K	1.1%
Vangrd Trgt Retire Inc Fd Mutual Fund	Common Stocks	—	—	$325K	1.1%
PGIM Total Return Bond Fund R6 Mutual Fund	Other securities	—	—	$322K	1.1%
Franklin Sm Cap Value Fnd R6 Mutual Fund	Mutual Funds	—	—	$258K	0.9%
Vangrd Tot Int Bnd In F Adm Mutual Fund	Other securities	—	—	$242K	0.8%
American Funds EuroPacific R6 Mutual Fund	Mutual Funds	—	—	$240K	0.8%
JPMorgan Mid Cap Growth Fd R6 Mutual Fund	Other securities	—	—	$209K	0.7%
MFS Mid Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$196K	0.7%
Vangrd LifeStrat Cns Gr Fd Inv Mutual Fund	Other securities	—	—	$196K	0.7%
Vangrd LifeStrat Md Grw Fd Inv Mutual Fund	Other securities	—	—	$195K	0.6%
Vangrd Mid-Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$184K	0.6%
American Funds Am Balanced R6 Mutual Fund	Mutual Funds	—	—	$170K	0.6%
Cohen&Steers Real Est S Fd Z Mutual Fund	Other securities	—	—	$107K	0.4%
Vangrd Trgt Retire 2070 Fd Mutual Fund	Other securities	—	—	$85K	0.3%
AmCen Small Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$70K	0.2%
American Funds Cap Inc Bld R6 Mutual Fund	Mutual Funds	—	—	$62K	0.2%
PGIM High Yield Fund R6 Mutual Fund	Other securities	—	—	$39K	0.1%
Vangrd Trgt Retire 2020 Fd Mutual Fund	Other securities	—	—	$23K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund	Other securities	—	—	$18K	<0.1%