ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
136
Accounts w/ balance
75
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score
58
/ 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
70
Total plan cost
n/a
Plan health
6
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE HEALTH MANAGEMENT PARTNER LLC.
Plan sponsor
Name
INNOVATIVE HEALTH MANAGEMENT PARTNER LLC
EIN
81-1675715
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
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
