How big is Advanced Orthopaedic Specialists' plan?

Advanced Orthopaedic Specialists' plan reported $1.9M in assets and 52 participants for 2025.

Original filing (PDF)20260520123145NAL0002377136001

Advanced Orthopaedic Specialists

Name: Advanced Orthopaedic Specialists — AOS Retirement, Form 5500 (2025)
Creator: Advanced Orthopaedic Specialists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AOS Retirement Plan

401(k) retirement plan · Advanced Orthopaedic Specialists' AOS Retirement Plan held $1.9M in plan assets for 52 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Advanced Orthopaedic Specialists' EIN is 71-0839133.

EIN 71-0839133

Plan number 001

Plan year 2025

ACK ID 20260520123145NAL0002377136001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Advanced Orthopaedic Specialists from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Advanced Orthopaedic Specialists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score