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  1. Companies/
  2. ORTHO BENEFITS CORP
Sponsor portfolio

ORTHO BENEFITS CORP

EIN 47-1797746-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$42.6M assets
Welfare
0
Participants
904
300 AVENUE OF THE CHAMPIONS - PALM BEACH GARDENS, FL 33418561-775-0887
Plans on this EIN
2 filings
#001401k-$29.5M - 570 part#002401k-$13.2M - 334 part

Retirement portfolio analytics

2 plans aggregated / $42.6M assets / 904 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • ORTHO 401(K) SOLUTIONS (#001)69%
  • PHYSICIANS 401(K) SOLUTIONS (#002)31%
Total $42.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • (Not disclosed)69%
  • TRANSAMERICA RETIREMENT SOLUTIONS31%
Total $42.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ORTHO 401(K) SOLUTIONS (#001)570
  • PHYSICIANS 401(K) SOLUTIONS (#002)334
Total 904Click 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

ORTHO 401(K) SOLUTIONS

401k

Assets$29.5M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PHYSICIANS 401(K) SOLUTIONS

401k

Assets$13.2M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHO 401(K) SOLUTIONS401k$29.5M5702024
002PHYSICIANS 401(K) SOLUTIONS401k$13.2M3342024
Retirement plans
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