Original filing (PDF)20260416122825NAL0012381107001

Orthopaedic Research and Education Foundation

Name: Orthopaedic Research and Education Foundation — Form 5500 Plan 004 (2025)
Creator: Orthopaedic Research and Education Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orthopaedic Research and Education Foundation 401(k) Plan

401(k) retirement plan · Orthopaedic Research and Education Foundation's Orthopaedic Research and Education Foundation 401(k) Plan held $3.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Orthopaedic Research and Education Foundation's EIN is 36-6009467.

EIN 36-6009467

Plan number 004

Plan year 2025

ACK ID 20260416122825NAL0012381107001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Orthopaedic Research and Education Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Orthopaedic Research and Education Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION.

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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