How big is Southern California Orthopedic Institute, LP's plan?

Southern California Orthopedic Institute, LP's plan reported $26.5M in assets and 158 participants for 2024.

Original filing (PDF)20251009094104NAL0006773601001

Southern California Orthopedic Institute, LP

Name: Southern California Orthopedic Institute, LP — Form 5500 Plan 003 (2024)
Creator: Southern California Orthopedic Institute, LP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

SCOI Profit Sharing Plan

Defined-contribution retirement plan · Southern California Orthopedic Institute, LP's SCOI Profit Sharing Plan held $26.5M in plan assets for 158 participants in 2024, with ADP as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

158

Accounts w/ balance

146

Plan assets (EOY)

$26.5M

Net assets (EOY)

$26.5M

Plan identifiers

Southern California Orthopedic Institute, LP's EIN is 95-3150156.

EIN 95-3150156

Plan number 003

Plan year 2024

ACK ID 20251009094104NAL0006773601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern California Orthopedic Institute, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern California Orthopedic Institute, LP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 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

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).

Plan sponsor

Name

SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP

EIN

all filings

Address

6815 NOBLE AVENUE · VAN NUYS, CA · 91405

Phone

(818) 901-6600

Industry

Offices of Physicians· Health Care & Social Assistance

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

37 direct securities · 1 pooled fund· $25.4M(96% 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.

Mutual Funds

$14.8M

22 holdings

Common Collective Trusts

$8.2M

6 holdings

Other securities

$1.4M

8 holdings

Common Collective Trust

$660K

1 holding

Self-Directed Brokerage

$365K

1 holding

					% of plan
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$5.0M	19.0%
Vanguard Total Stock Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$5.0M	19.0%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$2.8M	10.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	7.7%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.8M	7.0%
American Funds 2010 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$986K	3.7%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$934K	3.5%
AB Large Cap Growth Fund Mutual Fund	Other securities	—	—	$852K	3.2%
PIMCO Income Fund Mutual Fund	Mutual Funds	—	—	$746K	2.8%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$673K	2.5%
INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	—	—	$660K	2.5%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$586K	2.2%
American Funds 2020 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$415K	1.6%
Charles Schwab Self-Directed Brokerage Account Various	Self-Directed Brokerage	—	—	$365K	1.4%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$345K	1.3%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$329K	1.2%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$274K	1.0%
PGIM Jennison International Opportunities Fund Mutual Fund	Other securities	—	—	$264K	1.0%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$172K	0.7%
Vanguard Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$170K	0.6%
Vanguard High Yield Corporate Fund Mutual Fund	Mutual Funds	—	—	$157K	0.6%
American Funds American Mutual Fund Mutual Fund	Mutual Funds	—	—	$147K	0.6%
Lord Abbett Short Duration Income Fund Mutual Fund	Mutual Funds	—	—	$113K	0.4%
AB Discovery Growth Fund Mutual Fund	Other securities	—	—	$88K	0.3%
Allspring Discovery Innovation Fund Mutual Fund	Other securities	—	—	$79K	0.3%
Victory Core Plus Intermediate Bond Fund Mutual Fund	Other securities	—	—	$56K	0.2%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$49K	0.2%
American Funds SMALLCAP World Fund Mutual Fund	Mutual Funds	—	—	$44K	0.2%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$43K	0.2%
PIMCO StocksPLUS International Fund Mutual Fund	Mutual Funds	—	—	$31K	0.1%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
American Funds The Income Fund of America Mutual Fund	Mutual Funds	—	—	$19K	<0.1%
Principal Real Estate Securities Fund Mutual Fund	Other securities	—	—	$16K	<0.1%
American Funds 2015 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
Calvert Global Water Fund Mutual Fund	Other securities	—	—	$9K	<0.1%
American Funds Capital Income Builder Fund Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Vanguard Explorer Fund Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Gateway Fund Mutual Fund	Other securities	—	—	$5K	<0.1%