Original filing (PDF)20250926120339NAL0004002371001

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP

Name: ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP — RICHARD S. LEE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

RICHARD S. LEE PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

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 average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP.

Plan sponsor

Name

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP

EIN

80-0856095all filings

Address

22 CORPORATE PLAZA DRIVE · NEWPORT BEACH, CA · 92660

Phone

(949) 722-5091

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator