Back to filter
Original filing (PDF)20250702055657NAL0012657393001
ORTHO ADVANTAGE, LLC
Form 5500-SF
FILING_RECEIVED
ORTHO ADVANTAGE 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
30
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHO ADVANTAGE, LLC.
Plan sponsor
Name
ORTHO ADVANTAGE, LLC
EIN
02-0596128
Address
6560 CENTERVILLE BUSINESS PKWY · DAYTON, OH · 45459
Phone
(937) 434-4141
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
HEALTHACTIONS PHYSICAL THERAPY AND WELLNESS
HEALTHACTIONS PHYSICAL THERAPY AND WELLNESS 401(K) PROFIT SHARING PLAN
$2.6M · 75 participants
HANUMAN SAI INC
PREMIER FAMILY CLINIC 401(K) PROFIT SHARING PLAN
$2.6M · 4 participants
PHYSICAL THERAPY PARTNERS NEVADA, LLC
PHYSICAL THERAPY PARTNERS NEVADA LLC 401(K) PROFIT SHARING PLAN
$2.6M · 8 participants
PAIN & REHABILIATION MEDICAL SPECIALISTS, P.C.
PAIN & REHABILIATION MEDICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN
$2.6M · 32 participants
SPECIALIZED ORTHOPEDIC PHYSICAL THERAPY, INC.
SPECIALIZED ORTHOPEDIC PHYSICAL THERAPY, INC. 401K PLAN
$2.6M · 26 participants
BODY MECHANIX PHYSICAL THERAPY, INC.
BODY MECHANIX PHYSICAL THERAPY, INC. 401(K) PLAN
$2.6M · 6 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants