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Sponsor portfolio

MIDWEST ORTHOPAEDIC CONSULTANTS, SC

EIN 36-4005696-medical practice-Latest filing 2024
Plans
2
Retirement
2
$18.8M assets
Welfare
0
Participants
222
10719 W. 160TH ST. - ORLAND PARK, IL 60467708-226-3300orthoexperts.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$13.9M - 117 part#002CashBalance-$4.9M - 105 part

Retirement portfolio analytics

2 plans aggregated / $18.8M assets / 222 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING 401(K) (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $18.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • CPI QUALIFIED PLAN CONSULTANTS, INC74%
  • (Not disclosed)26%
Total $18.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)117
  • CASH BALANCE PLAN (#002)105
Total 222Click 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

MIDWEST ORTHOPAEDIC CONSULTANTS, S. C. PROFIT SHARING 401(K) PLAN

401k

Assets$13.9M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN

CashBalance

Assets$4.9M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIDWEST ORTHOPAEDIC CONSULTANTS, S. C. PROFIT SHARING 401(K) PLAN401k$13.9M1172024
002MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLANCashBalance$4.9M1052024
Retirement plans
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