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Sponsor portfolio

SPECIALTY ORTHOPAEDICS, P.S.C.

EIN 61-1374547-medical practice-Latest filing 2025
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
9
6400 DUTCHMANS LN, STE 215 - LOUISVILLE, KY 40205502-721-8288specialtyorthopaedicspsc.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$6.0M - 5 part#003CashBalance-$1.7M - 4 part

Retirement portfolio analytics

2 plans aggregated / $7.7M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#002)78%
  • CASH BALANCE PLAN (#003)22%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • CASH BALANCE PLAN (#003)4
Total 9Click 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#002

SPECIALTY ORTHOPAEDICS, P.S.C. PROFIT SHARING PLAN

401k

Assets$6.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SPECIALTY ORTHOPAEDICS, P.S.C. CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPECIALTY ORTHOPAEDICS, P.S.C. PROFIT SHARING PLAN401k$6.0M52025
003SPECIALTY ORTHOPAEDICS, P.S.C. CASH BALANCE PLANCashBalance$1.7M42025
Retirement plans
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