Original filing (PDF)20250606103415NAL0009105267001

ORTHOPEDIC SURGERY CENTER OF THE FOX VALLEY

Name: ORTHOPEDIC SURGERY CENTER OF THE FOX VALLEY — ORTHOPEDIC SURGERY CENTER OF THE FOX VALLEY 401(K) PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC SURGERY CENTER OF THE FOX VALLEY

Form 5500-SF

FILING_RECEIVED

ORTHOPEDIC SURGERY CENTER OF THE FOX VALLEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIC SURGERY CENTER OF THE FOX VALLEY.

Plan sponsor

Name

ORTHOPEDIC SURGERY CENTER OF THE FOX VALLEY

EIN

84-2016212

Address

1205 W. AMERICAN DR. · NEENAH, WI · 54956

Phone

(920) 569-4355

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

2025-06-06

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

GUT WHISPERER, P.C.

GUT WHISPERER, P.C. 401K SAVINGS PLAN

$1.4M · 10 participants

AMENITY HEALTHCARE, INC.

AMENITY HEALTHCARE, INC. CASH BALANCE PLAN

$1.4M · 14 participants

LAKE COUNTRY PEDIATRICS, S.C.

LAKE COUNTRY PEDIATRICS, S.C. CASH BALANCE PENSION PLAN & TRUST

$1.4M · 15 participants

STANLEY H. KIM M.D., P.A.

STANLEY H. KIM M.D., P.A. 401(K) PLAN

$1.4M · 4 participants

VITALE INSTITUTE

VITALE INSTITUTE CASH BALANCE PLAN