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Sponsor portfolio

ADVANCED ORTHOPAEDIC ASSOCIATES

EIN 83-2022325-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
27
261 HEATHER LANE - FRANKLIN LAKES, NJ 07417973-839-5700advancedorthoassoc.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$2.2M - 16 part#002CashBalance-$2.0M - 11 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • LLC 401K PLAN (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)16
  • CASH BALANCE PLAN (#002)11
Total 27Click 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#001

ADVANCED ORTHOPAEDIC ASSOCIATES OF NORTH JERSEY LLC 401K PLAN

401k

Assets$2.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ADVANCED ORTHOPAEDIC ASSOCIATES OF NORTH JERSEY LLC CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADVANCED ORTHOPAEDIC ASSOCIATES OF NORTH JERSEY LLC 401K PLAN401k$2.2M162025
002ADVANCED ORTHOPAEDIC ASSOCIATES OF NORTH JERSEY LLC CASH BALANCE PLANCashBalance$2.0M112024
Retirement plans
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