ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
LUCY PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score
100
/ 100
Grade A
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
99
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
Address
22 CORPORATE PLAZA DRIVE · NEWPORT BEACH, CA · 92660
Phone
(949) 722-5091
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
013
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
