How big is Ortho Advantage, LLC's plan?

Ortho Advantage, LLC's plan reported $2.6M in assets and 39 participants for 2024.

Original filing (PDF)20250702055657NAL0012657393001

Ortho Advantage, LLC

Name: Ortho Advantage, LLC — Ortho Advantage 401(k) Plan, Form 5500 (2024)
Creator: Ortho Advantage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortho Advantage 401(k) Plan

401(k) retirement plan · Ortho Advantage, LLC's Ortho Advantage 401(k) Plan held $2.6M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

JAMI Withrow signed Ortho Advantage, LLC's 2024 Form 5500 as plan administrator.

JAMI Withrow — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ortho Advantage, LLC's EIN is 02-0596128.

EIN 02-0596128

Plan number 001

Plan year 2024

ACK ID 20250702055657NAL0012657393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortho Advantage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortho Advantage, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHO ADVANTAGE, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off