Assets by plan
Share of aggregate retirement assets
Filings through .
Chippewa Valley Orthopedics & Sports Medicine Clinic, S.C.
EIN 20-0976275medical practiceLatest filing 2025
Plans
2
Retirement
2
$44.2M assets
Health & Benefits
0
Participants
206
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $44.2M assets / 206 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. PROFIT SHARING PLAN
401(k)
Assets$38.7M
Participants112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN
Cash balance
Assets$5.5M
Participants94
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. PROFIT SHARING PLAN | 401(k) | $38.7M | 112 | 2025 |
| #003 | CHIPPEWA VALLEY ORTHOPEDICS & SPORTS MEDICINE CLINIC, S.C. CASH BALANCE PLAN | Cash balance | $5.5M | 94 | 2025 |
- #001 · 401(k) · 2025112
- #003 · Cash balance · 202594
Retirement plans