Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$46.3M
Filings through .
Southern California Orthopedic Institute, LP
EIN 95-3150156hospital & health careLatest filing 2025
Plans
3
Retirement
3
$85.3M assets
Health & Benefits
0
Participants
1,181
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $85.3M assets / 1,181 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ADP BROKER-DEALER$77.4M
- (Not disclosed)$7.9M
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SCOI 401(K) PLAN AND TRUST
401(k)
Assets$46.3M
Participants930
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SCOI PROFIT SHARING PLAN
Profit-sharing
Assets$31.1M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
SCOI CASH BALANCE PLAN #2
Cash balance
Assets$7.9M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SCOI 401(K) PLAN AND TRUST | 401(k) | $46.3M | 930 | 2025 |
| #003 | SCOI PROFIT SHARING PLAN | Profit-sharing | $31.1M | 199 | 2025 |
| #004 | SCOI CASH BALANCE PLAN #2 | Cash balance | $7.9M | 52 | 2025 |
- #001 · 401(k) · 2025930
- SCOI PROFIT SHARING PLAN$31.1M#003 · Profit-sharing · 2025199
- #004 · Cash balance · 202552
Retirement plans
Health & Benefits plans