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Sponsor portfolio

ADVANCED CENTER FOR ORTHOPEDICS AND PLASTIC SURGERY

EIN 38-1958140-medical practice-Latest filing 2025
Plans
2
Retirement
2
$16.2M assets
Welfare
0
Participants
183
1414 WEST FAIR AVENUE, SUITE 190 - MARQUETTE, MI 49855906-225-1321LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$11.2M - 105 part#003CashBalance-$5.1M - 78 part

Retirement portfolio analytics

2 plans aggregated / $16.2M assets / 183 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • 401(K) PS PLAN (#002)69%
  • CASH BALANCE PLAN (#003)31%
Total $16.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#002)105
  • CASH BALANCE PLAN (#003)78
Total 183Click 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

ORTHOPAEDIC SURGERY ASSOCIATES OF MARQUETTE, P. C. 401(K) PS PLAN

401k

Assets$11.2M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORTHOPAEDIC SURGERY ASSOCIATES OF MARQUETTE, P.C. CASH BALANCE PLAN

CashBalance

Assets$5.1M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORTHOPAEDIC SURGERY ASSOCIATES OF MARQUETTE, P. C. 401(K) PS PLAN401k$11.2M1052024
003ORTHOPAEDIC SURGERY ASSOCIATES OF MARQUETTE, P.C. CASH BALANCE PLANCashBalance$5.1M782025
Retirement plans
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