· 2022–2024 · DOL EFAST2

ORTHOPAEDICS NEW ENGLAND PC — ORTHOPAEDICS NEW ENGLAND PC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251007103846NAL0004447809001

ORTHOPAEDICS NEW ENGLAND PC

Form 5500-SF

FILING_RECEIVED

ORTHOPAEDICS NEW ENGLAND PC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

24

Accounts w/ balance

32

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score

90

/ 100

Grade A

Top-tier plan health

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

66

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPAEDICS NEW ENGLAND PC.

Plan sponsor

Name

ORTHOPAEDICS NEW ENGLAND PC

EIN

06-0990156

Address

1579 STRAITS TNPK · MIDDLEBURY, CT · 06762

Phone

(203) 598-0700

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

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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