Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED ORTHOPEDICS & JOINT PRESERVATION PC
EIN 45-3021800medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED ORTHOPEDIC DBP
TraditionalDB
Assets$2.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADVANCED ORTHOPEDIC PSP
401k
Assets$606K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED ORTHOPEDIC DBP | TraditionalDB | $2.4M | 8 | 2024 | |
| 002 | ADVANCED ORTHOPEDIC PSP | 401k | $606K | 11 | 2024 |
Retirement plans