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  2. ORTHOPEDIC ASSOCIATES, LLC
Sponsor portfolio

ORTHOPEDIC ASSOCIATES, LLC

EIN 43-1903482-medical practice-Latest filing 2024
Plans
2
Retirement
2
$22.7M assets
Welfare
0
Participants
156
1050 OLD DES PERES ROAD, SUITE 100 - ST. LOUIS, MO 63131314-569-0612oastl.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$21.3M - 80 part#004CashBalance-$1.4M - 76 part

Retirement portfolio analytics

2 plans aggregated / $22.7M assets / 156 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • ASSOCIATES RETIREMENT PLAN (#003)94%
  • CASH BALANCE PLAN (#004)6%
Total $22.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES RETIREMENT PLAN (#003)80
  • CASH BALANCE PLAN (#004)76
Total 156Click 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#003

ORTHOPEDIC ASSOCIATES RETIREMENT PLAN

401k

Assets$21.3M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ORTHOPEDIC ASSOCIATES, LLC CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ORTHOPEDIC ASSOCIATES RETIREMENT PLAN401k$21.3M802024
004ORTHOPEDIC ASSOCIATES, LLC CASH BALANCE PLANCashBalance$1.4M762024
Retirement plans
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