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Sponsor portfolio

ORTHOMED CENTER

EIN 77-0416930-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
61
1335 COFFEE RD STE 100 - MODESTO, CA 95355209-524-4438
Plans on this EIN
2 filings
#002401k-$5.9M - 29 part#003CashBalance-$4.3M - 32 part

Retirement portfolio analytics

2 plans aggregated / $10.1M assets / 61 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#002)58%
  • CASH BALANCE PLAN (#003)42%
Total $10.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)32
  • PROFIT SHARING PLAN (#002)29
Total 61Click 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

ORTHOMED CENTER 401(K) PROFIT SHARING PLAN

401k

Assets$5.9M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORTHOMED CENTER CASH BALANCE PLAN

CashBalance

Assets$4.3M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORTHOMED CENTER 401(K) PROFIT SHARING PLAN401k$5.9M292024
003ORTHOMED CENTER CASH BALANCE PLANCashBalance$4.3M322024
Retirement plans
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