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  2. EMERALD COAST SPORTS MEDICINE AND ORTHOPAEDICS, P.A.
Sponsor portfolio

EMERALD COAST SPORTS MEDICINE AND ORTHOPAEDICS, P.A.

EIN 65-1160592-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
14
339 RACETRACK ROAD, SUITE #12 - FORT WALTON BEACH, FL 32547850-902-2244
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 5 part#001401k-$831K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • ORT CASH BALANCE (#002)64%
  • & ORT 401(K) (#001)36%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ORT 401(K) (#001)9
  • ORT CASH BALANCE (#002)5
Total 14Click 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

EMERALD COAST SPORTS MEDICINE & ORT CASH BALANCE

CashBalance

Assets$1.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMERALD COAST SPORTS MEDICINE & ORT 401(K) PLAN

401k

Assets$831K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EMERALD COAST SPORTS MEDICINE & ORT CASH BALANCECashBalance$1.5M52024
001EMERALD COAST SPORTS MEDICINE & ORT 401(K) PLAN401k$831K92024
Retirement plans
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