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  2. Optim Orthopedics, LLC
  • Retirement analytics
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Filings through Oct 24, 2026.

Optim Orthopedics, LLC

EIN 47-2413464-medical practice-Latest filing 2025
Plans
3
Retirement
2
$59.5M assets
Health & Benefits
1
$451K premiums
Participants
680
210 EAST DERENNE AVE - SAVANNAH, GA 31405912-644-5301optimorthopedics.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401(k)-$58.2M - 388 part#002Cash balance-$1.3M - 61 part#504Fully insured-$451K - 550 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $59.5M assets / 449 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$58.2M
  • CASH BALANCE PLAN (#002)$1.3M
Total $59.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ADP BROKER-DEALER$58.2M
  • (Not disclosed)$1.3M
Total $59.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)388
  • CASH BALANCE PLAN (#002)61
Total 449Select a row to open it

Benefits portfolio analytics

1 plan / $451K premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$241K
  • Life$214K
  • Short-term disability$204K
  • Long-term disability$204K
  • Dental$182K
  • Vision$28K
  • +1 more
Total $451K7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$58.2M
Participants388
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

OPTIM ORTHOPEDICS, LLC CASH BALANCE PLAN

Cash balance

Assets$1.3M
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

OPTIM ORTHOPEDICS, LLC HEALTH PLAN

Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$451K
Covered lives550
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN401(k)$58.2M3882025
#002OPTIM ORTHOPEDICS, LLC CASH BALANCE PLANCash balance$1.3M612025
  • OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN$58.2M
    #001 · 401(k) · 2025388
  • OPTIM ORTHOPEDICS, LLC CASH BALANCE PLAN$1.3M
    #002 · Cash balance · 202561

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504OPTIM ORTHOPEDICS, LLC HEALTH PLANFully insuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$451K5502025
  • OPTIM ORTHOPEDICS, LLC HEALTH PLAN$451K
    #504 · Fully insured · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 2025550
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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