Original filing (PDF)20260123131727NAL0005670321001

EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute

Name: EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute — Form 5500 Plan 001 (2024)
Creator: EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mobility BONE & Joint Institute 401(k) Plan

401(k) retirement plan · EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute's Mobility BONE & Joint Institute 401(k) Plan held $15.5M in plan assets for 94 participants in 2024.

Signals · 3

Late filing · 2.2 moLate participant contributionsSelf-directed brokerage offered

Active participants

Accounts w/ balance

146

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

People on this filing

Melissa Piraino signed EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute's 2024 Form 5500 as plan administrator.

Melissa Piraino — 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

EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute's EIN is 87-2892331.

EIN 87-2892331

Plan number 001

Plan year 2024

ACK ID 20260123131727NAL0005670321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EONE Medical, PLLC d/b/a Mobility BONE & Joint Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE.

Finding similar companies…

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.2 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 330K (16% of contributions).

Plan sponsor

Name

EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE

EIN

all filings

Address

16 PELHAM RD. · SALEM, NH · 03079

Phone

(978) 794-1946

Industry

Offices of Physicians· Health Care & Social Assistance

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

2026-01-23

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)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN TRUST COMPANY	62-0951563	—	NONE	$8K	—

Investments

35 direct securities· $15.1M(98% of reported assets)

Mutual Funds

$7.5M

19 holdings

Other securities

$3.4M

11 holdings

Common Collective Trusts

$2.2M

3 holdings

Self-Directed Brokerage

$2.0M

1 holding

Participant loans

$88K

1 holding

					% of plan
Charles Schwab	Mutual Funds	—	—	$3.6M	23.4%
Fidelity Self Directed Brokerage	Self-Directed Brokerage	—	—	$2.0M	12.9%
Vanguard 500 Index Fund Admiral	Common Collective Trusts	—	—	$1.7M	10.7%
American Funds 2045 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$872K	5.6%
Prudential Guaranteed Income Fund	Other securities	—	—	$766K	5.0%
AB Large Cap Growth Fund Class A	Other securities	—	—	$761K	4.9%
American Funds American Balanced Fund Class C	Mutual Funds	—	—	$749K	4.8%
American Funds 2040 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$549K	3.6%
Columbia Dividend Income Fund Class A	Other securities	—	—	$473K	3.1%
Allspring Core Plus Bond Fund	Other securities	—	—	$469K	3.0%
Fidelity 500 Index Institutional Premium Fund	Common Collective Trusts	—	—	$443K	2.9%
BNY Mellon Small Cap Stock Index	Other securities	—	—	$401K	2.6%
American Funds 2055 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$378K	2.4%
American Funds 2050 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$299K	1.9%
First Eagle Overseas Fund Class I	Other securities	—	—	$287K	1.9%
American Funds New World Fund Class R-5	Mutual Funds	—	—	$210K	1.4%
Vanguard Mid Cap Index-Admiral	Mutual Funds	—	—	$191K	1.2%
PIMCO Global Bond Opportunities Fund Institutional Class	Mutual Funds	—	—	$113K	0.7%
PIMCO Real Return Administrative Class	Mutual Funds	—	—	$104K	0.7%
American Funds 2030 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$103K	0.7%
Fidelity International Index Fund	Common Collective Trusts	—	—	$97K	0.6%
Participant loans	Participant loans	—	—	$88K	0.6%
BNY Mellon Natural Resources Fund Class A	Other securities	—	—	$72K	0.5%
Vanguard REIT Index Admiral	Mutual Funds	—	—	$71K	0.5%
Federated High Yield Service	Other securities	—	—	$69K	0.4%
American Funds 2035 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$69K	0.4%
Fidelity Select Health Care	Mutual Funds	—	—	$68K	0.4%
BNY Mellon Worldwide Growth Fund Class A	Other securities	—	—	$51K	0.3%
Calvert US Large Cap Core Responsible Index	Other securities	—	—	$28K	0.2%
American Funds 2060 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$21K	0.1%
Awaiting Purchase Alternative Asset	Other securities	—	—	$16K	0.1%
American Funds 2065 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$13K	<0.1%
American Funds 2025 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$12K	<0.1%
American Funds 2020 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$7K	<0.1%
American Funds 2015 Target Date Retirement Fund Class R-5E	Mutual Funds	—	—	$48	<0.1%