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  2. CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C.
Sponsor portfolio

CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C.

EIN 20-0976275-medical practice-Latest filing 2025
Plans
2
Retirement
2
$44.2M assets
Welfare
0
Participants
206
1200 OAKLEAF WAY, SUITE A - ALTOONA, WI 54720715-832-1400LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$38.7M - 112 part#003CashBalance-$5.5M - 94 part

Retirement portfolio analytics

2 plans aggregated / $44.2M assets / 206 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#001)88%
  • CASH BALANCE PLAN (#003)12%
Total $44.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)112
  • CASH BALANCE PLAN (#003)94
Total 206Click 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

CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. PROFIT SHARING PLAN

401k

Assets$38.7M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN

CashBalance

Assets$5.5M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. PROFIT SHARING PLAN401k$38.7M1122025
003CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLANCashBalance$5.5M942025
Retirement plans
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