Retirement plan

ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN

Name: ORTHOPEDICS RHODE ISLAND, INC. - ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ORTHOPEDICS RHODE ISLAND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN, ORTHOPEDICS RHODE ISLAND, INC.

ORTHOPEDICS RHODE ISLAND, INC.EIN 47-2361569Plan #001PY 2025

200 CROSSING BLVD., SUITE 310 - WARWICK, RI 02886401-777-7000

Prospect flagsRecently cancelled planLow returnsWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2024

Total participants

-100.0% from 2024

Average account balance

-100.0% from 2024

Annual return

0.08%

-14.13 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORDARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$104,021
EPIC RETIREMENT PLAN SERVICES1 year Filed as: CORNERSTONE RETIREMENT PLAN ADM Service code 13 2000 CHAPEL VIEW BLVD STE 240 · CRANSTON, RI 02920	Contract Administrator	$64,825
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302	Advisory (Plan)	$25,943
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$8,852
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMN. Service code 13	Contract Administrator	$4,597
WELLTH ADVISORY SERVICES LLC2 years Service code 99 722 ESSINGTON RD STE A · JOLIET, IL 60435	Other Fees	$2,527

Plan features & details

Pension benefit codes2A2E2F2G2J2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$194K

Other / not subdivided$194K100.0%

% of EOY assets

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SANSIVERI, KIMBALL & CO., LLP
Auditor EIN: 050255779
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$172,111-100.0%

$150,298-100.0%

$137,256-100.0%

Participation rate

0.0%

81.7%-81.7pp

77.8%-77.8pp

80.0%-80.0pp

Annual return

0.08%

69.37%-69.3pp

62.79%-62.7pp

220.34%-220.3pp

Employer contribution / active EE

$4,636-100.0%

$4,154-100.0%

$4,156-100.0%

Participant deferral / active EE

$6,166-100.0%

$5,453-100.0%

$6,407-100.0%

Admin fee / account holder

$16,471-100.0%

$14,116-100.0%

$12,270-100.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORDARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$104,021

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: CORNERSTONE RETIREMENT PLAN ADM

Service code 13

2000 CHAPEL VIEW BLVD STE 240 · CRANSTON, RI 02920

Contract Administrator

$64,825

OSAIC WEALTH INC2 years

Service code 27

10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302

Advisory (Plan)

$25,943

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$8,852

EPIC RETIREMENT PLAN SERVICES10+ years

Filed as: CORNERSTONE RETIREMENT PLAN ADMN.

Service code 13

Contract Administrator

$4,597

WELLTH ADVISORY SERVICES LLC2 years

Service code 99

722 ESSINGTON RD STE A · JOLIET, IL 60435

Other Fees

$2,527

ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion