How big is Utah Orthopaedic Specialists, L.L.C.'s plan?

Utah Orthopaedic Specialists, L.L.C.'s plan reported $13.3M in assets and 21 participants for 2024.

Original filing (PDF)20251003153818NAL0002575472001

Utah Orthopaedic Specialists, L.L.C.

Name: Utah Orthopaedic Specialists, L.L.C. — Utah Orthopae, Form 5500 (2024)
Creator: Utah Orthopaedic Specialists, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Utah Orthopaedic Specialists, L.L.C. Employees' Retirement Plan

Defined-contribution retirement plan · Utah Orthopaedic Specialists, L.L.C.'s Utah Orthopaedic Specialists, L.L.C. Employees' Retirement Plan held $13.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

Plan identifiers

Utah Orthopaedic Specialists, L.L.C.'s EIN is 87-0503837.

EIN 87-0503837

Plan number 001

Plan year 2024

ACK ID 20251003153818NAL0002575472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Utah Orthopaedic Specialists, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Utah Orthopaedic Specialists, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

UTAH ORTHOPAEDIC SPECIALISTS, L.L.C.

EIN

all filings

Address

5316 SOUTH WOODROW STREET, STE 200 · MURRAY, UT · 84107

Phone

(801) 747-1020

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator