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  2. FIRST SETTLEMENT ORTHOPAEDICS, INC.
Sponsor portfolio

FIRST SETTLEMENT ORTHOPAEDICS, INC.

EIN 31-0802178-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$23.7M assets
Welfare
0
Participants
119
611 2ND STREET, SUITE C - MARIETTA, OH 457502123740-373-8756visitfso.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$22.7M - 77 part#002CashBalance-$996K - 42 part

Retirement portfolio analytics

2 plans aggregated / $23.7M assets / 119 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PLAN AND TRUST (#001)96%
  • CASH BALANCE PLAN (#002)4%
Total $23.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)77
  • CASH BALANCE PLAN (#002)42
Total 119Click 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

FIRST SETTLEMENT ORTHOPAEDICS, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$22.7M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

FIRST SETTLEMENT ORTHOPAEDICS CASH BALANCE PLAN

CashBalance

Assets$996K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST SETTLEMENT ORTHOPAEDICS, INC. PROFIT SHARING PLAN AND TRUST401k$22.7M772025
002FIRST SETTLEMENT ORTHOPAEDICS CASH BALANCE PLANCashBalance$996K422024
Retirement plans
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