Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$5.8M
Filings through .
2 plans aggregated / $6.2M assets / 55 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ORTHOPEDIC & FRACTURE CLINIC, P.A. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $5.8M | 34 | 2025 |
| #002 | ORTHOPEDIC & FRACTURE CLINIC, P.A. CASH BALANCE PLAN | Cash balance | $426K | 21 | 2025 |