Original filing (PDF)20250924175157NAL0008439088001

ORTHOPEDIC AFFILIATES, INC.

Name: ORTHOPEDIC AFFILIATES, INC. — ORTHOPEDIC AFFILIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC AFFILIATES, INC.

Form 5500-SF

FILING_RECEIVED

ORTHOPEDIC AFFILIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIC AFFILIATES, INC..

Plan sponsor

Name

ORTHOPEDIC AFFILIATES, INC.

EIN

04-2925640

Address

54 BAKER AVE EXT SUITE 200 · CONCORD, MA · 01742

Phone

(978) 369-5391

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-09-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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