Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $24.6M assets / 159 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ORTHOPEDIC ASSOCIATES RETIREMENT PLAN | 401(k) | $22.4M | 87 | 2025 |
| #004 | ORTHOPEDIC ASSOCIATES, LLC CASH BALANCE PLAN | Cash balance | $2.1M | 72 | 2025 |