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Sponsor portfolio

TRI-STATE ORTHOPAEDICS

EIN 82-0580917-medical practice-Latest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
21
7656 POPLAR PIKE - GERMANTOWN, TN 38138901-346-4774tri-stateorthopaedics.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$6.5M - 8 part#001401k-$2.6M - 13 part

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PENSION (#002)71%
  • 401(K) PS PLAN (#001)29%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#001)13
  • CASH BALANCE PENSION (#002)8
Total 21Click 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

TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLAN

CashBalance

Assets$6.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

TRI STATE ORTHOPAEDICS LLC 401(K) PS PLAN

401k

Assets$2.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRI-STATE ORTHOPAEDICS CASH BALANCE PENSION PLANCashBalance$6.5M82025
001TRI STATE ORTHOPAEDICS LLC 401(K) PS PLAN401k$2.6M132024
Retirement plans
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