Filings through Sep 24, 2026.

Retirement plan

Chatham Orthopaedic Associates, P.A. Retirement Plan

Name: CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. - CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT PLAN (2024) Form 5500
Creator: CHATHAM ORTHOPAEDIC ASSOCIATES, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHATHAM ORTHOPAEDIC ASSOCIATES, P.A. RETIREMENT PLAN, CHATHAM ORTHOPAEDIC ASSOCIATES, P.A.

Chatham Orthopaedic Associates, P.A.EIN 58-1132546Plan #001PY 2024

4425 PAULSEN STREET - SAVANNAH, GA 31405912-355-6615chathamorthopaedics.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh feesPossible retail share class: $20.5MFew collective trustsFund lineup: 24 funds, $22.0M

How to read this page

Total assets (EOY)

$22.3M

+21.2% from 2023

Total participants

164

-3.5% from 2023

Average account balance

$136,184

+21.2% from 2023

Annual return

15.91%

-1.98 pp from 2023

Benchmarks

See 6,026 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,026 peers

Snapshot2024

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Analytics

See the 9-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE FIDUCIARY GROUP8 years Service code 27 · EIN 58-1111219	Advisory (Plan)	$45,115
SENTINEL PENSION ADVISORS7 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766	Recordkeeping	$15,220

Fund lineup

CSV with Pro

24 funds of $250K or more; 28 lines in all, holding $22.0M of the plan's $22.3M. From the 2024 filing. Recordkeeper: Sentinel Pension Advisors.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds41%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series16%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 16% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard 500 Index Fund (F) Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$4.6M	20.8%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages	Vanguard	Mutual fund	$3.6M	16.2%
Great Gray Large Cap Growth Fund II R1 Great Gray · Mutual fund Possible retail class A	Great Gray	Mutual fund	$2.1M	9.4%
Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Possible retail class A	Vanguard	Mutual fund	$1.9M	8.6%
iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index	BlackRock	ETF	$1.2M	5.3%
Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$1.2M	5.3%
MFS MFS Intentl Equity MFS (Sun Life) · Mutual fund Possible retail class A	MFS (Sun Life)	Mutual fund	$1.1M	5.1%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$920K	4.2%
JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund Possible retail class A	JPMorgan	Mutual fund	$626K	2.8%
Akre Akre Focus Fd Inst Manager not matched · Other	Not yet matched	Other	$525K	2.4%

See the other 18 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$65K

$487 / participant

Recordkeeping$15K23.3%
Trustee / custodial$5K7.0%
Investment mgmt$45K69.1%
Other / not subdivided$4200.6%

% of EOY assets

0.292%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SYMPHONA LLP
Auditor EIN: 582663273
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

THE FIDUCIARY GROUP8 years

Service code 27 · EIN 58-1111219

Advisory (Plan)

$45,115

SENTINEL PENSION ADVISORS7 years

Filed as: SENTINEL BENEFITS & FINANCIAL GROUP

Service code 15 · EIN 20-5916766

Recordkeeping

$15,220

Fund

Dollars

% of funds%

Vanguard 500 Index Fund (F)

Vanguard · Mutual fund

IndexPossible retail class A

$4.6M

20.8%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 10 vintages

$3.6M

16.2%

Great Gray Large Cap Growth Fund II R1

Great Gray · Mutual fund

Possible retail class A

$2.1M

9.4%

Vanguard Equity Income Fund Admiral Shares

Vanguard · Mutual fund

Possible retail class A

$1.9M

8.6%

iShares U.S. Aggregate Bond Index Fund Class K Shares

BlackRock · ETF

Index

$1.2M

5.3%

Vanguard Developed Markets Index Fund Admiral Shares

Vanguard · Mutual fund

IndexPossible retail class A

$1.2M

5.3%

MFS MFS Intentl Equity

MFS (Sun Life) · Mutual fund

Possible retail class A

$1.1M

5.1%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

IndexPossible retail class A

$920K

4.2%

JPMorgan Core Plus Bond Fund Class R6

JPMorgan · Mutual fund

Possible retail class A

$626K

2.8%

Akre Akre Focus Fd Inst

Manager not matched · Other

$525K

2.4%

Chatham Orthopaedic Associates, P.A. Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Chatham Orthopaedic Associates, P.A. Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion