Retirement plan

SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP 401(K) PLAN

Name: SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP - SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP 401(K) PLAN (2025) Form 5500
Creator: SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP 401(K) PLAN, SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP

SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLPEIN 82-0550627Plan #001PY 2025

489 GOLD STAR HIGHWAY, SUITE 110 - GROTON, CT 06340860-448-0835

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$11.8M

+15.8% from 2024

Total participants

-7.7% from 2024

Average account balance

$985,443

+25.5% from 2024

Annual return

14.37%

+0.45 pp from 2024

Benchmarks

See 18,863 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort18,863 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.83M

Not enough data

1 years with asset history on file

Average account balance

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

$985K

Not enough data

1 years with per-participant data

Participants with account balance

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

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$109

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

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$218 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.011%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$985,443

$227,399+333.4%

$189,758+419.3%

$198,609+396.2%

Participation rate

100.0%

84.0%+16.0pp

79.8%+20.2pp

82.4%+17.6pp

Annual return

14.37%

61.03%-46.7pp

52.62%-38.2pp

202.70%-188.3pp

Employer contribution / active EE

$11,984

$5,526+116.9%

$4,767+151.4%

$5,055+137.0%

Participant deferral / active EE

$12,809

$6,837+87.3%

$5,856+118.7%

$6,977+83.6%

Admin fee / account holder

$109

$25,162-99.6%

$20,388-99.5%

$19,030-99.4%

SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUNDVIEW ORTHOPAEDIC ASSOCIATES, LLP 401(K) 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