Original filing (PDF)20250929123153NAL0011288497001

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP

Name: ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP — ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

152

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP.

Plan sponsor

Name

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP

EIN

80-0856095