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Sponsor portfolio

ORTHOPEDIC SPECIALISTS OF OAKLAND COUNTY, P.C.

EIN 38-3360345-medical practice-Latest filing 2025
Plans
2
Retirement
2
$12.0M assets
Welfare
0
Participants
88
44038 WOODWARD AVENUE, SUITE 200 - BLOOMFIELD HILLS, MI 48302248-335-2977osoc.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$7.3M - 45 part#002CashBalance-$4.7M - 43 part

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 88 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING PLAN (#001)61%
  • CASH BALANCE PENSION (#002)39%
Total $12.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)45
  • CASH BALANCE PENSION (#002)43
Total 88Click 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

ORTHOPEDIC SPECIALISTS OF OAKLAND COUNTY, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$7.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORTHOPEDIC SPECIALISTS OF OAKLAND COUNTY, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$4.7M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC SPECIALISTS OF OAKLAND COUNTY, P.C. 401(K) PROFIT SHARING PLAN401k$7.3M452025
002ORTHOPEDIC SPECIALISTS OF OAKLAND COUNTY, P.C. CASH BALANCE PENSION PLANCashBalance$4.7M432025
Retirement plans
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