Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY
EIN 33-0631377Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$19.5M assets
Welfare
0
Participants
11
15611 POMERADO ROAD, SUITE 525 - POWAY, CA 92064
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.5M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
ORTHOPEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$17.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC CASH BALANCE PLAN & TRUST II
CashBalance
Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | ORTHOPEDIC SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $17.5M | 7 | 2024 | |
| 009 | ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY, INC CASH BALANCE PLAN & TRUST II | CashBalance | $2.0M | 4 | 2024 |
Retirement plans