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Original filing (PDF)20260123131727NAL0005670321001
EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE
Form 5500
FILING_RECEIVED
MOBILITY BONE & JOINT INSTITUTE 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.2 mo
Active participants
94
Accounts w/ balance
146
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
36 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
91
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE.
Plan sponsor
Name
EONE MEDICAL, PLLC D/B/A MOBILITY BONE & JOINT INSTITUTE
EIN
87-2892331
Address
16 PELHAM RD. · SALEM, NH · 03079
Phone
(978) 794-1946
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
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)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab | — | — | — | $3.6M | 23.4% | |
| Fidelity Self Directed Brokerage | — | — | — | $2.0M | 12.9% | |
| Vanguard 500 Index Fund Admiral | — | — | — | $1.7M | 10.7% | |
| American Funds 2045 Target Date Retirement Fund Class R-5E | — | — | — | $872K | 5.6% | |
| Prudential Guaranteed Income Fund | — | — | — | $766K | 5.0% | |
| AB Large Cap Growth Fund Class A | — | — | — | $761K | 4.9% | |
| American Funds American Balanced Fund Class C | — | — | — | $749K | 4.8% | |
| American Funds 2040 Target Date Retirement Fund Class R-5E | — | — | — | $549K | 3.6% | |
| Columbia Dividend Income Fund Class A | — | — | — | $473K | 3.1% | |
| Allspring Core Plus Bond Fund | — | — | — | $469K | 3.0% | |
| Fidelity 500 Index Institutional Premium Fund | — | — | — | $443K | 2.9% | |
| BNY Mellon Small Cap Stock Index | — | — | — | $401K | 2.6% | |
| American Funds 2055 Target Date Retirement Fund Class R-5E | — | — | — | $378K | 2.4% | |
| American Funds 2050 Target Date Retirement Fund Class R-5E | — | — | — | $299K | 1.9% | |
| First Eagle Overseas Fund Class I | — | — | — | $287K | 1.9% | |
| American Funds New World Fund Class R-5 | — | — | — | $210K | 1.4% | |
| Vanguard Mid Cap Index-Admiral | — | — | — | $191K | 1.2% | |
| PIMCO Global Bond Opportunities Fund Institutional Class | — | — | — | $113K | 0.7% | |
| PIMCO Real Return Administrative Class | — | — | — | $104K | 0.7% | |
| American Funds 2030 Target Date Retirement Fund Class R-5E | — | — | — | $103K | 0.7% | |
| Fidelity International Index Fund | — | — | — | $97K | 0.6% | |
| Participant loans | — | — | — | $88K | 0.6% | |
| BNY Mellon Natural Resources Fund Class A | — | — | — | $72K | 0.5% | |
| Vanguard REIT Index Admiral | — | — | — | $71K | 0.5% | |
| Federated High Yield Service | — | — | — | $69K | 0.4% | |
| American Funds 2035 Target Date Retirement Fund Class R-5E | — | — | — | $69K | 0.4% | |
| Fidelity Select Health Care | — | — | — | $68K | 0.4% | |
| BNY Mellon Worldwide Growth Fund Class A | — | — | — | $51K | 0.3% | |
| Calvert US Large Cap Core Responsible Index | — | — | — | $28K | 0.2% | |
| American Funds 2060 Target Date Retirement Fund Class R-5E | — | — | — | $21K | 0.1% | |
| Awaiting Purchase Alternative Asset | — | — | — | $16K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-5E | — | — | — | $13K | <0.1% | |
| American Funds 2025 Target Date Retirement Fund Class R-5E | — | — | — | $12K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund Class R-5E | — | — | — | $7K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund Class R-5E | — | — | — | $48 | <0.1% |
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