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  2. VALLEY ORTHOPAEDIC SPECIALISTS, LLC
Sponsor portfolio

VALLEY ORTHOPAEDIC SPECIALISTS, LLC

EIN 06-1498176-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
108
2 TRAP FALLS ROAD, SUITE 404 - SHELTON, CT 06484203-734-7900vosct.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$9.3M - 72 part#002CashBalance-$910K - 36 part

Retirement portfolio analytics

2 plans aggregated / $10.2M assets / 108 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $10.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)72
  • CASH BALANCE PLAN (#002)36
Total 108Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VALLEY ORTHOPAEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$9.3M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VALLEY ORTHOPAEDIC SPECIALISTS, LLC CASH BALANCE PLAN

CashBalance

Assets$910K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VALLEY ORTHOPAEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN401k$9.3M722025
002VALLEY ORTHOPAEDIC SPECIALISTS, LLC CASH BALANCE PLANCashBalance$910K362024
Retirement plans
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