Original filing (PDF)20250922162530NAL0007967714001

WINDWARD ORTHOPEDIC GROUP, INC.

Name: WINDWARD ORTHOPEDIC GROUP, INC. — WINDWARD ORTHOPEDIC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WINDWARD ORTHOPEDIC GROUP, INC.

Form 5500-SF

FILING_RECEIVED

WINDWARD ORTHOPEDIC GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.6M

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 WINDWARD ORTHOPEDIC GROUP, INC..

Plan sponsor

Name

WINDWARD ORTHOPEDIC GROUP, INC.

EIN

94-3289736

Address

30 AULIKE STREET, SUITE 201 · KAILUA, HI · 96734

Phone

(808) 261-4658

Industry

Other Services (ex. Public Admin)see 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

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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