How big is Orthopedic Financial Services' plan?

Orthopedic Financial Services' plan reported $518K in assets and 10 participants for 2024.

Original filing (PDF)20250428151544NAL0012151425001

Orthopedic Financial Services

Name: Orthopedic Financial Services — Orthopedic Financial, Form 5500 (2024)
Creator: Orthopedic Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orthopedic Financial Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Orthopedic Financial Services' Orthopedic Financial Services 401(k) Profit Sharing Plan & Trust held $518K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

People on this filing

Danny Hansen signed Orthopedic Financial Services' 2024 Form 5500 as plan administrator.

Danny Hansen — 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

Orthopedic Financial Services' EIN is 45-4854890.

EIN 45-4854890

Plan number 001

Plan year 2024

ACK ID 20250428151544NAL0012151425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Orthopedic Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Orthopedic Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOPEDIC FINANCIAL SERVICES.

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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 (99th percentile).

Plan sponsor

Name

ORTHOPEDIC FINANCIAL SERVICES

EIN

all filings

Address

11762 S STATE ST STE 365 · DRAPER, UT · 840207171

Phone

(801) 560-9700

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator