How big is Wardell Orthopaedics, P.C.'s plan?

Wardell Orthopaedics, P.C.'s plan reported $16.5M in assets and 35 participants for 2024.

Original filing (PDF)20251007155639NAL0011735746001

Wardell Orthopaedics, P.C.

Name: Wardell Orthopaedics, P.C. — Wardell Orthopaedics, Form 5500 (2024)
Creator: Wardell Orthopaedics, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wardell Orthopaedics, P. C. 401(k) Safe Harbor Plan

401(k) retirement plan · Wardell Orthopaedics, P.C.'s Wardell Orthopaedics, P. C. 401(k) Safe Harbor Plan held $16.5M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

Plan identifiers

Wardell Orthopaedics, P.C.'s EIN is 20-0976891.

EIN 20-0976891

Plan number 001

Plan year 2024

ACK ID 20251007155639NAL0011735746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wardell Orthopaedics, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wardell Orthopaedics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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 (91st percentile).

Plan sponsor

Name

WARDELL ORTHOPAEDICS, P.C.

EIN

all filings

Address

1020 BON SECOURS DRIVE · SUITE 105 · SUFFOLK, VA · 234353931

Phone

(757) 215-1408

Industry

Health Care & Social Assistance

Plan administrator