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Sponsor portfolio

ORTHO MAX, INC.

EIN 37-1616452-medical devices-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
13
4211 SW HIGH MEADOWS AVE - PALM CITY, FL 34990772-220-6965ortho-max.netLinkedIn11-50 employeesmedical devices
Plans on this EIN
2 filings
#002TraditionalDB-$2.6M - 5 part#001401k-$1.6M - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DEFINED BENEFIT PLAN (#002)63%
  • MAX, INC. 401(K) (#001)37%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MAX, INC. 401(K) (#001)8
  • DEFINED BENEFIT PLAN (#002)5
Total 13Click 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#002

ORTHO MAX, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ORTHO MAX, INC. 401(K) PLAN

401k

Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORTHO MAX, INC. DEFINED BENEFIT PLANTraditionalDB$2.6M52024
001ORTHO MAX, INC. 401(K) PLAN401k$1.6M82025
Retirement plans
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