How big is American Orthopaedic Association 403(b) Plan's plan?

American Orthopaedic Association 403(b) Plan's plan reported $4.3M in assets and 18 participants for 2024.

Original filing (PDF)20250618075039NAL0005754898001

American Orthopaedic Association 403(b) Plan

Name: American Orthopaedic Association 403(b) Plan — Form 5500 (2024)
Creator: American Orthopaedic Association 403(b) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · American Orthopaedic Association 403(b) Plan held $4.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.2M

People on this filing

Kristin OLDS Glavin signed American Orthopaedic Association 403(b) Plan's 2024 Form 5500 as plan administrator.

Kristin OLDS Glavin — 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

American Orthopaedic Association 403(b) Plan's EIN is 13-6118458.

EIN 13-6118458

Plan number 001

Plan year 2024

ACK ID 20250618075039NAL0005754898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Orthopaedic Association 403(b) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Orthopaedic Association 403(b) Plan's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN ORTHOPAEDIC ASSOCIATION 403(B) PLAN.

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Plan health score

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

AMERICAN ORTHOPAEDIC ASSOCIATION 403(B) PLAN

EIN

all filings

Address

9400 W. HIGGINS ROAD, SUITE 315 · ROSEMONT, IL · 60018

Phone

(847) 318-7330

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator