Assets by plan
Share of aggregate retirement assets
Filings through .
Ortho Benefits Corp
EIN 47-1797746Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$42.6M assets
Health & Benefits
0
Participants
904
300 AVENUE OF THE CHAMPIONS - PALM BEACH GARDENS, FL 33418561-775-0887
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $42.6M assets / 904 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$29.5M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ORTHO 401(K) SOLUTIONS
401(k)
Assets$29.5M
Participants570
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PHYSICIANS 401(K) SOLUTIONS
401(k)
Assets$13.2M
Participants334
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ORTHO 401(K) SOLUTIONS | 401(k) | $29.5M | 570 | 2024 |
| #002 | PHYSICIANS 401(K) SOLUTIONS | 401(k) | $13.2M | 334 | 2024 |
- ORTHO 401(K) SOLUTIONS$29.5M#001 · 401(k) · 2024570
- #002 · 401(k) · 2024334
Retirement plans