Assets by plan
Share of aggregate retirement assets
- & TRUST II (#009)$2.8M
Filings through .
Orthopedic Surgery Associates of North County
EIN 33-0631377Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$21.9M assets
Health & Benefits
0
Participants
12
15611 POMERADO ROAD, SUITE 525 - POWAY, CA 92064
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.9M assets / 12 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#006
ORTHOPEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k)
Assets$19.1M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#009
ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC CASH BALANCE PLAN & TRUST II
Cash balance
Assets$2.8M
Participants4
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 |
|---|---|---|---|---|---|
| #006 | ORTHOPEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN | 401(k) | $19.1M | 8 | 2025 |
| #009 | ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC CASH BALANCE PLAN & TRUST II | Cash balance | $2.8M | 4 | 2025 |
- #006 · 401(k) · 20258
- #009 · Cash balance · 20254
Retirement plans