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Sponsor portfolioTH

FREDERICKSBURG ORTHOPAEDIC ASSOCIATES, P.C.

EIN 20-4145631-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$26.0M assets
Welfare
0
Participants
46
424 GRAVES MILL RD, STE 400 - LYNCHBURG, VA 24502540-373-4602fredortho.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$22.2M - 34 part#007CashBalance-$3.7M - 12 part

Retirement portfolio analytics

2 plans aggregated / $26.0M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN AND TRUST (#001)86%
  • CASH BALANCE PLAN (#007)14%
Total $26.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)34
  • CASH BALANCE PLAN (#007)12
Total 46Click 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

FREDERICKSBURG ORTHOPAEDIC ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$22.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

FREDERICKSBURG ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PLAN

CashBalance

Assets$3.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FREDERICKSBURG ORTHOPAEDIC ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST401k$22.2M342025
007FREDERICKSBURG ORTHOPAEDIC ASSOCIATES, P.C. CASH BALANCE PLANCashBalance$3.7M122025
Retirement plans
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