Original filing (PDF)20251009094104NAL0006773601001

SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP

Name: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP — SCOI PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP

Form 5500

FILING_RECEIVED

SCOI PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

158

Accounts w/ balance

146

Plan assets (EOY)

$26.5M

Net assets (EOY)

$26.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP.

Plan sponsor

Name

SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP

EIN

95-3150156all filings

Address

6815 NOBLE AVENUE · VAN NUYS, CA · 91405

Phone

(818) 901-6600

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP,INC.	13-3036745	ROSELAND, NJ	RECORD KEEPER	$17K	—
MORGAN STANLEY SMITH BARNEY LLC	26-4310632	NEW YORK, NY	RECORD KEEPER	$10K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACTUARIAL BENEFITS CORP.

Investments

1 pooled fund· $660K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.