How big is Ortho SURG Care, Inc.'s plan?

Ortho SURG Care, Inc.'s plan reported $2K in assets and 4 participants for 2024.

Original filing (PDF)20250717160812NAL0001088866001

Ortho SURG Care, Inc.

Name: Ortho SURG Care, Inc. — Form 5500 (2024)
Creator: Ortho SURG Care, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Ortho SURG Care, Inc. held $2K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Shirley Horner signed Ortho SURG Care, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Ortho SURG Care, Inc.'s EIN is 46-3468205.

EIN 46-3468205

Plan number 001

Plan year 2024

ACK ID 20250717160812NAL0001088866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortho SURG Care, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortho SURG Care, Inc.'s 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 ORTHO SURG CARE, INC..

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Plan health score

Above-average plan

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

Knocking points off