Filings through Oct 24, 2026.

Retirement plan

Orthopaedic Medical Group of Tampa Bay, P. A. 401(k) Plan

Name: ORTHOPAEDIC MEDICAL GROUP OF TAMPA BAY, P.A. - ORTHOPAEDIC MEDICAL GROUP OF TAMPA BAY, P. A. 401(K) PLAN (2025) Form 5500
Creator: ORTHOPAEDIC MEDICAL GROUP OF TAMPA BAY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOPAEDIC MEDICAL GROUP OF TAMPA BAY, P. A. 401(K) PLAN, ORTHOPAEDIC MEDICAL GROUP OF TAMPA BAY, P.A.

Orthopaedic Medical Group of Tampa Bay, P.A.EIN 59-1830246Plan #006PY 2025

13837 CIRCA CROSSING DRIVE, SUITE 140 - LITHIA, FL 33547813-534-0100omgtb.comLinkedIn51-200 employeesmedical practice

Prospect flagsHigh feesFailed to transmit contributionsPossible retail share class: $4.9MFew collective trustsFund lineup: 11 funds, $8.0M

How to read this page

Total assets (EOY)

$8.1M

+30.6% from 2024

Total participants

162

+5.9% from 2024

Average account balance

$59,635

+25.8% from 2024

Annual return

21.42%

+8.35 pp from 2024

Benchmarks

See 6,152 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,152 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NORTHWESTERN MUTUAL INVESTMENT SERV4 years Service code 55 720 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202	Other Commissions	$20,740
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673	Other Services	$6,030

Fund lineup

CSV with Pro

11 funds of $250K or more; 21 lines in all, holding $8.0M of the plan's $8.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds75%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series49%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Target-date series: BlackRock LifePath Index, mutual fund, 49% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages	BlackRock	Mutual fund	$4.0M	49.3%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.5M	19.1%
Vangrd Tot Int Stk In F Adm a Vanguard · Mutual fund	Vanguard	Mutual fund	$403K	5.0%
PIMCO Total Return Fund - Inst a PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$380K	4.7%
Voya Gov Money Mkt F A (Hold Acct) a Voya · Money market	Voya	Money market	$328K	4.1%
BlackRock LifePath Index Retire K a BlackRock · Mutual fund IndexPossible retail class A	BlackRock	Mutual fund	$299K	3.7%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$285K	3.6%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A	Fidelity (FMR)	Mutual fund	$212K	2.6%
Voya Fixed Account Voya · Insurance contract	Voya	Insurance contract	$121K	1.5%
MFS Value Fund Class R6 a MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$114K	1.4%

See the other 11 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$50K

$346 / participant

Contract admin$49K99.4%
Other / not subdivided$3000.6%

% of EOY assets

0.618%

all-in expense ratio

Categories reported

1 / 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: KELLY PARTNERS FRS ATTEST SERVICES
Auditor EIN: 994124805
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

NORTHWESTERN MUTUAL INVESTMENT SERV4 years

Service code 55

720 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202

Other Commissions

$20,740

ASCENSUS LLC4 years

Filed as: ASCENSUS

Service code 49

C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673

Other Services

$6,030

Fund

Dollars

% of funds%

BlackRock LifePath Index

BlackRock · Mutual fund

Target-date, 8 vintages

$4.0M

49.3%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.5M

19.1%

Vangrd Tot Int Stk In F Adm a

Vanguard · Mutual fund

$403K

5.0%

PIMCO Total Return Fund - Inst a

PIMCO (Allianz) · Mutual fund

$380K

4.7%

Voya Gov Money Mkt F A (Hold Acct) a

Voya · Money market

$328K

4.1%

BlackRock LifePath Index Retire K a

BlackRock · Mutual fund

IndexPossible retail class A

$299K

3.7%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$285K

3.6%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

IndexPossible retail class A

$212K

2.6%

Voya Fixed Account

Voya · Insurance contract

$121K

1.5%

MFS Value Fund Class R6 a

MFS (Sun Life) · Mutual fund

$114K

1.4%

Orthopaedic Medical Group of Tampa Bay, P. A. 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Orthopaedic Medical Group of Tampa Bay, P. A. 401(k) 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